Shepherd Kaplan Krochuk’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
Q2 | – | Sell |
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|
2022
Q1 | $660K | Sell |
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|
2021
Q4 | $658K | Buy |
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|
2021
Q3 | $633K | Sell |
|
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|
2021
Q2 | $646K | Buy |
|
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|
2021
Q1 | $543K | Hold |
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|
2020
Q4 | $543K | Buy |
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|
2020
Q3 | $431K | Sell |
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|
2020
Q2 | $494K | Hold |
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|
2020
Q1 | $494K | Hold |
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|
2019
Q4 | $493K | Buy |
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|
2019
Q3 | $430K | Buy |
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|
2019
Q2 | $362K | Hold |
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|
2019
Q1 | $362K | Sell |
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|
2018
Q4 | $517K | Sell |
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|
2018
Q3 | $523K | Sell |
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|
2018
Q2 | $532K | Buy |
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