Robertson Stephens Wealth Management’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 | $655K | Sell |
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|
2025
Q2 | $660K | Buy |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $409K | Sell |
|
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|
2024
Q3 | $644K | Buy |
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|
2024
Q2 | $591K | Sell |
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|
2024
Q1 | $855K | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $596K | Sell |
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|
2023
Q2 | $827K | Buy |
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|
2023
Q1 | $684K | Buy |
|