Prestige Wealth Management 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
Q2 | $658K | Sell |
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|
2025
Q1 | $661K | Sell |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $2.82M | Sell |
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|
2024
Q2 | $3.54M | Buy |
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|
2024
Q1 | $3.53M | Sell |
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|
2023
Q4 | $4.67M | Buy |
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|
2023
Q3 | $4.4M | Sell |
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|
2023
Q2 | $26.5M | Buy |
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|
2023
Q1 | $24.8M | Buy |
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|
2022
Q4 | $14.5M | Buy |
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|
2022
Q3 | $13.3M | Buy |
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|
2022
Q2 | $12.5M | Buy |
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|
2022
Q1 | $11.1M | Buy |
|