Simplicity Wealth’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 | $498K | Buy |
9,892
+1,061
| +12% | +$53.4K | 0.02% | 457 |
|
|
2025
Q1 | $444K | Buy |
8,831
+2,215
| +33% | +$111K | 0.03% | 363 |
|
|
2024
Q4 | $333K | Buy |
6,616
+608
| +10% | +$30.6K | 0.07% | 217 |
|
|
2024
Q3 | $302K | Buy |
6,008
+311
| +5% | +$15.6K | 0.03% | 387 |
|
|
2024
Q2 | $287K | Buy |
5,697
+437
| +8% | +$22K | 0.01% | 966 |
|
|
2024
Q1 | $265K | Buy |
+5,260
| New | +$265K | 0.01% | 964 |
|