Pathstone Family Office’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
2023
Q3
$393K Sell
2023
Q2
$582K Buy
2023
Q1
$555K Sell
2022
Q4
$1.17M Buy
2022
Q3
$1.18M Buy
2022
Q2
$635K Buy