RFG Advisory’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 | $2.27M | Sell |
|
|||||
|
2025
Q2 | $2.78M | Sell |
|
|||||
|
2025
Q1 | $3.49M | Sell |
|
|||||
|
2024
Q4 | $9.1M | Buy |
|
|||||
|
2024
Q3 | $7.44M | Buy |
|
|||||
|
2024
Q2 | $7.34M | Buy |
|
|||||
|
2024
Q1 | $7.13M | Buy |
|
|||||
|
2023
Q4 | $2.73M | Buy |
|
|||||
|
2023
Q3 | $2.41M | Buy |
|
|||||
|
2023
Q2 | $1.7M | Buy |
|
|||||
|
2023
Q1 | $1.57M | Buy |
|
|||||
|
2022
Q4 | $1.49M | Buy |
|
|||||
|
2022
Q3 | $1.04M | Buy |
|
|||||
|
2022
Q2 | $1.02M | Buy |
|
|||||
|
2022
Q1 | $578K | Buy |
|