Steward Partners Investment Advisory’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 | $39.7M | Sell |
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|
2025
Q2 | $46.9M | Buy |
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|
2025
Q1 | $32.9M | Buy |
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|
2024
Q4 | $30.6M | Sell |
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|
2024
Q3 | $36.5M | Buy |
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|
2024
Q2 | $27.2M | Sell |
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|
2024
Q1 | $30.7M | Buy |
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|
2023
Q4 | $29M | Sell |
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|
2023
Q3 | $33.2M | Sell |
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|
2023
Q2 | $37.3M | Buy |
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|
2023
Q1 | $28.1M | Buy |
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|
2022
Q4 | $3.8M | Buy |
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|
2022
Q3 | $3.56M | Buy |
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|
2022
Q2 | $1.55M | Buy |
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|
2022
Q1 | $101K | Buy |
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