Transamerica Financial Advisors’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 | $2.72M | Buy |
53,998
+3,313
| +7% | +$167K | 0.26% | 91 |
|
|
2025
Q1 | $2.55M | Buy |
50,685
+5,541
| +12% | +$279K | 0.26% | 95 |
|
|
2024
Q4 | $2.27M | Sell |
45,144
-455
| -1% | -$22.9K | 0.22% | 103 |
|
|
2024
Q3 | $2.29M | Buy |
45,599
+26,502
| +139% | +$1.33M | 0.22% | 103 |
|
|
2024
Q2 | $961K | Hold |
19,097
| – | – | 0.1% | 141 |
|
|
2024
Q1 | $961K | Buy |
+19,097
| New | +$961K | 0.1% | 155 |
|