Vermillion & White Wealth Management Group’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 | $35K | Hold |
695
| – | – | 0.02% | 172 |
|
|
2025
Q1 | $35K | Hold |
695
| – | – | 0.03% | 156 |
|
|
2024
Q4 | $35K | Hold |
695
| – | – | 0.03% | 158 |
|
|
2024
Q3 | $34.9K | Hold |
695
| – | – | 0.03% | 153 |
|
|
2024
Q2 | $35K | Hold |
695
| – | – | 0.03% | 155 |
|
|
2024
Q1 | $35K | Hold |
695
| – | – | 0.03% | 143 |
|
|
2023
Q4 | $34.9K | Buy |
+695
| New | +$34.9K | 0.03% | 113 |
|