TA
Tactive Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $10.5M | Buy |
208,962
+149,111
| +249% | +$7.5M | 5.59% | 4 |
|
|
2023
Q4 | $3.01M | Sell |
59,851
-42,502
| -42% | -$2.14M | 1.93% | 16 |
|
|
2023
Q3 | $5.15M | Buy |
102,353
+30,308
| +42% | +$1.53M | 4.45% | 6 |
|
|
2023
Q2 | $3.63M | Buy |
72,045
+32,643
| +83% | +$1.64M | 2.77% | 11 |
|
|
2023
Q1 | $1.98M | Buy |
+39,402
| New | +$1.98M | 1.47% | 18 |
|