Pinnacle Wealth Management Advisory Group’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 | $1.71M | Buy |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $749K | Sell |
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|
2024
Q2 | $767K | Buy |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q1 | – | 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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