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Significant Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Significant Wealth Partners’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,329
Closed -$922K – 155
2024
Q1 		$922K Buy
18,329
+8,415
+85% +$424K 0.6% 48
2023
Q4 		$498K Buy
+9,914
New +$499K 0.36% 78

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BW
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Significant Wealth Partners's USFR Position: Q2 2024 in Review

Significant Wealth Partners sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2024, closing a stake of 18,329 shares — an estimated $922K sold.

Significant Wealth Partners first reported a position in USFR in Q4 2023 and held it in 2 quarters. The position peaked at $922K in Q1 2024. 509 funds tracked by Wall St. Rank hold USFR as of Q2 2024.

  • Significant Wealth Partners reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 18,329 WisdomTree Floating Rate Treasury Fund shares in Q2 2024, an estimated $922K.
  • Significant Wealth Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and held it in 2 quarters.
  • Significant Wealth Partners's WisdomTree Floating Rate Treasury Fund position peaked at $922K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.