UFA
US Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.43M | Buy |
167,470
+46,937
| +39% | +$2.36M | 2.49% | 15 |
|
|
2024
Q4 | $6.07M | Buy |
120,533
+34,061
| +39% | +$1.71M | 1.87% | 19 |
|
|
2024
Q3 | $4.34M | Buy |
86,472
+32,054
| +59% | +$1.61M | 1.35% | 23 |
|
|
2024
Q2 | $2.74M | Buy |
54,418
+8,527
| +19% | +$429K | 0.92% | 28 |
|
|
2024
Q1 | $2.31M | Sell |
45,891
-17,207
| -27% | -$865K | 0.8% | 26 |
|
|
2023
Q4 | $3.17M | Buy |
63,098
+11,503
| +22% | +$578K | 1.18% | 25 |
|
|
2023
Q3 | $2.6M | Buy |
51,595
+47,292
| +1,099% | +$2.38M | 1.08% | 25 |
|
|
2023
Q2 | $217K | Sell |
4,303
-11,867
| -73% | -$597K | 0.09% | 66 |
|
|
2023
Q1 | $813K | Buy |
+16,170
| New | +$813K | 0.36% | 39 |
|