Raymond James Trust’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
$727K Buy
2024
Q2
$308K Hold
2024
Q1
$308K Buy
2023
Q4
$295K Buy
2023
Q3
$282K Hold
2023
Q2
$282K Buy
2023
Q1
$242K Sell
2022
Q4
$402K Buy
2022
Q3
$306K Sell
2022
Q2
$309K Buy