Resurgent Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
24,028
+5,860
| +32% | +$295K | 0.66% | 40 |
|
|
2025
Q1 | $914K | Buy |
18,168
+5,009
| +38% | +$252K | 0.55% | 49 |
|
|
2024
Q4 | $662K | Buy |
13,159
+3,194
| +32% | +$161K | 0.39% | 70 |
|
|
2024
Q3 | $500K | Buy |
+9,965
| New | +$500K | 0.29% | 99 |
|
|
2024
Q1 | – | Sell |
-7,681
| Closed | -$386K | – | 456 |
|
|
2023
Q4 | $386K | Buy |
7,681
+1,928
| +34% | +$96.9K | 0.24% | 113 |
|
|
2023
Q3 | $290K | Buy |
+5,753
| New | +$290K | 0.2% | 115 |
|