Pinnacle Associates’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 | $2.71M | Buy |
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|
2025
Q2 | $2.04M | Sell |
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|
2025
Q1 | $2.11M | Sell |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $319K | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $275K | Buy |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $290K | Buy |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $520K | Buy |
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