RFG Advisory’s WisdomTree Bloomberg 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $237K | Buy |
|
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|
2021
Q1 | $228K | Buy |
|
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|
2020
Q4 | $220K | Sell |
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|
2020
Q3 | $317K | Sell |
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|
2020
Q2 | $326K | Buy |
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|
2020
Q1 | $294K | Sell |
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|
2019
Q4 | $618K | Buy |
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|
2019
Q3 | $541K | Sell |
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|
2019
Q2 | $3.32M | Buy |
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|
2019
Q1 | $752K | Buy |
|