MTM Investment Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$399K Sell
2025
Q2
$500K Sell
2025
Q1
$535K Sell
2024
Q4
$540K Hold
2024
Q3
$540K Buy
2024
Q2
$493K Hold
2024
Q1
$493K Sell
2023
Q4
$496K Buy