Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $130M | Buy |
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|
2024
Q2 | $115M | Buy |
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|
2024
Q1 | $100M | Sell |
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|
2023
Q4 | $118M | Buy |
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|
2023
Q3 | $95.9M | Sell |
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|
2023
Q2 | $113M | Buy |
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|
2023
Q1 | $69.5M | Sell |
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|
2022
Q4 | $91M | Buy |
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|
2022
Q3 | $84.7M | Buy |
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|
2022
Q2 | $33.9M | Buy |
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|
2022
Q1 | $13.7M | Buy |
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