Sowell Financial Services’s WisdomTree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.45M | Buy |
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|
2025
Q2 | $2.22M | Sell |
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|
2025
Q1 | $2.63M | Buy |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $2.42M | Buy |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.39M | Buy |
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