Strategic Financial Concepts’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 | $513K | Buy |
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|
2025
Q2 | $511K | Sell |
|
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|
2025
Q1 | $2.86M | Buy |
|
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|
2024
Q4 | $2.13M | Buy |
|
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|
2024
Q3 | $222K | Sell |
|
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|
2024
Q2 | $1.98M | Buy |
|
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|
2024
Q1 | $3M | Buy |
|
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|
2023
Q4 | $1.81M | Sell |
|
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|
2023
Q3 | $3.33M | Buy |
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|
2023
Q2 | $1.64M | Buy |
|
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|
2023
Q1 | $230K | Buy |
|