Next Financial Group’s WisdomTree Bloomberg 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $742K | Sell |
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|
2021
Q3 | $787K | Buy |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $51K | Sell |
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|
2020
Q4 | $81K | Sell |
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|
2020
Q3 | $86K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $101K | Sell |
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|
2019
Q4 | $121K | Hold |
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|
2019
Q3 | $121K | Hold |
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|
2019
Q2 | $121K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $110K | Buy |
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