Spire Wealth 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 | – | Sell |
-140
| Closed | -$7.06K | – | 2573 |
|
|
2025
Q1 | $7.06K | Buy |
140
+1
| +0.7% | +$50 | ﹤0.01% | 1959 |
|
|
2024
Q4 | $6.98K | Buy |
139
+2
| +1% | +$100 | ﹤0.01% | 1955 |
|
|
2024
Q3 | $6.89K | Buy |
137
+2
| +1% | +$101 | ﹤0.01% | 1741 |
|
|
2024
Q2 | $6.81K | Sell |
135
-141
| -51% | -$7.11K | ﹤0.01% | 1752 |
|
|
2024
Q1 | $13.9K | Buy |
276
+2
| +0.7% | +$100 | ﹤0.01% | 1615 |
|
|
2023
Q4 | $13.8K | Buy |
274
+2
| +0.7% | +$101 | ﹤0.01% | 1649 |
|
|
2023
Q3 | $13.7K | Buy |
272
+2
| +0.7% | +$101 | ﹤0.01% | 1636 |
|
|
2023
Q2 | $13.6K | Buy |
270
+1
| +0.4% | +$50 | ﹤0.01% | 1718 |
|
|
2023
Q1 | $13.5K | Buy |
269
+2
| +0.7% | +$100 | ﹤0.01% | 1754 |
|
|
2022
Q4 | $13K | Buy |
267
+1
| +0.4% | +$49 | ﹤0.01% | 1527 |
|
|
2022
Q3 | $13K | Buy |
266
+1
| +0.4% | +$49 | ﹤0.01% | 1494 |
|
|
2022
Q2 | $13K | Buy |
+265
| New | +$13K | ﹤0.01% | 1839 |
|