Segment 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 | $1.1M | Buy |
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|
2025
Q2 | $780K | Hold |
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|
2025
Q1 | $780K | Sell |
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|
2024
Q4 | $782K | Sell |
|
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|
2024
Q3 | $1.24M | Sell |
|
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|
2024
Q2 | $2.16M | Hold |
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|
2024
Q1 | $2.16M | Sell |
|
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|
2023
Q4 | $2.57M | Sell |
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|
2023
Q3 | $2.8M | Sell |
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|
2023
Q2 | $2.92M | Sell |
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|
2023
Q1 | $3.29M | Buy |
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|
2022
Q4 | $3.09M | Buy |
|