Robinson Smith Wealth 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 | $725K | Hold |
14,409
| – | – | 0.58% | 34 |
|
|
2025
Q1 | $725K | Sell |
14,409
-1,392
| -9% | -$70.1K | 0.61% | 35 |
|
|
2024
Q4 | $795K | Hold |
15,801
| – | – | 0.67% | 32 |
|
|
2024
Q3 | $794K | Hold |
15,801
| – | – | 0.67% | 35 |
|
|
2024
Q2 | $795K | Hold |
15,801
| – | – | 0.7% | 37 |
|
|
2024
Q1 | $795K | Hold |
15,801
| – | – | 0.76% | 36 |
|
|
2023
Q4 | $794K | Buy |
+15,801
| New | +$794K | 0.78% | 32 |
|