Strategic Wealth Partners’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 | $620K | Buy |
+12,318
| New | +$620K | 0.05% | 188 |
|
|
2024
Q4 | $607K | Sell |
12,042
-4,582
| -28% | -$231K | 0.05% | 187 |
|
|
2024
Q3 | $835K | Sell |
16,624
-782
| -4% | -$39.3K | 0.08% | 156 |
|
|
2024
Q2 | $876K | Buy |
17,406
+3,220
| +23% | +$162K | 0.09% | 148 |
|
|
2024
Q1 | $713K | Sell |
14,186
-14,728
| -51% | -$741K | 0.08% | 160 |
|
|
2023
Q4 | $1.45M | Buy |
28,914
+6,559
| +29% | +$330K | 0.18% | 105 |
|
|
2023
Q3 | $1.12M | Buy |
+22,355
| New | +$1.12M | 0.15% | 146 |
|