VERITY Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $265K | Hold |
|
|||||
|
2025
Q2 | $265K | Hold |
|
|||||
|
2025
Q1 | $265K | Hold |
|
|||||
|
2024
Q4 | $265K | Sell |
|
|||||
|
2024
Q3 | $425K | Buy |
|
|||||
|
2024
Q2 | $424K | Sell |
|
|||||
|
2024
Q1 | $462K | Buy |
|
|||||
|
2023
Q4 | $459K | Buy |
|
|||||
|
2023
Q3 | $458K | Buy |
|
|||||
|
2023
Q2 | $456K | Buy |
|
|||||
|
2023
Q1 | $453K | Buy |
|
|||||
|
2022
Q4 | $452K | Buy |
|
|||||
|
2022
Q3 | $450K | Buy |
|
|||||
|
2022
Q2 | $450K | Buy |
|
|||||
|
2022
Q1 | $449K | Buy |
|