Smartleaf Asset Management’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 | $1.76M | Buy |
35,084
+316
| +0.9% | +$15.9K | 0.16% | 139 |
|
|
2025
Q1 | $1.75M | Sell |
34,768
-11,516
| -25% | -$579K | 0.17% | 136 |
|
|
2024
Q4 | $2.33M | Sell |
46,284
-461
| -1% | -$23.2K | 0.24% | 90 |
|
|
2024
Q3 | $2.35M | Buy |
46,745
+1,399
| +3% | +$70.3K | 0.29% | 82 |
|
|
2024
Q2 | $2.28M | Sell |
45,346
-289
| -0.6% | -$14.5K | 0.37% | 57 |
|
|
2024
Q1 | $2.29M | Sell |
45,635
-8,641
| -16% | -$434K | 0.44% | 46 |
|
|
2023
Q4 | $2.73M | Buy |
+54,276
| New | +$2.73M | 0.73% | 32 |
|