Rothschild Investment LLC’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 | $704 | Hold |
14
| – | – | ﹤0.01% | 2620 |
|
|
2025
Q1 | $705 | Hold |
14
| – | – | ﹤0.01% | 2505 |
|
|
2024
Q4 | $704 | Hold |
14
| – | – | ﹤0.01% | 2404 |
|
|
2024
Q3 | $703 | Hold |
14
| – | – | ﹤0.01% | 2369 |
|
|
2024
Q2 | $704 | Sell |
14
-1,036
| -99% | -$52.1K | ﹤0.01% | 1840 |
|
|
2024
Q1 | $52.8K | Buy |
1,050
+1,036
| +7,400% | +$52.1K | ﹤0.01% | 717 |
|
|
2023
Q4 | $703 | Buy |
+14
| New | +$703 | ﹤0.01% | 1213 |
|