Transform Wealth’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
Q1 | $566K | Hold |
11,242
| – | – | 0.03% | 160 |
|
|
2024
Q4 | $566K | Hold |
11,242
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $565K | Buy |
11,242
+36
| +0.3% | +$1.81K | 0.04% | 141 |
|
|
2024
Q2 | $564K | Hold |
11,206
| – | – | 0.04% | 140 |
|
|
2024
Q1 | $564K | Hold |
11,206
| – | – | 0.05% | 143 |
|
|
2023
Q4 | $563K | Hold |
11,206
| – | – | 0.05% | 162 |
|
|
2023
Q3 | $564K | Buy |
11,206
+139
| +1% | +$6.99K | 0.06% | 162 |
|
|
2023
Q2 | $557K | Hold |
11,067
| – | – | 0.05% | 171 |
|
|
2023
Q1 | $556K | Buy |
+11,067
| New | +$556K | 0.05% | 167 |
|