Signature Estate & Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $755K | Sell |
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2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $2.07M | Sell |
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|
2020
Q1 | $70.3M | Sell |
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|
2019
Q4 | $117M | Buy |
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|
2019
Q3 | $110M | Sell |
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|
2019
Q2 | $207M | Buy |
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|
2019
Q1 | $197M | Buy |
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|
2018
Q4 | $55.8M | Buy |
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