Vishria Bird Financial 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 | $2.17M | Sell |
43,218
-629
| -1% | -$31.6K | 0.72% | 26 |
|
|
2025
Q1 | $2.21M | Sell |
43,847
-199
| -0.5% | -$10K | 0.75% | 26 |
|
|
2024
Q4 | $2.22M | Sell |
44,046
-36
| -0.1% | -$1.81K | 0.78% | 26 |
|
|
2024
Q3 | $2.21M | Sell |
44,082
-245
| -0.6% | -$12.3K | 0.84% | 25 |
|
|
2024
Q2 | $2.23M | Sell |
44,327
-141
| -0.3% | -$7.09K | 0.94% | 24 |
|
|
2024
Q1 | $2.24M | Buy |
44,468
+195
| +0.4% | +$9.81K | 0.96% | 23 |
|
|
2023
Q4 | $2.22M | Sell |
44,273
-505
| -1% | -$25.4K | 1.05% | 22 |
|
|
2023
Q3 | $2.25M | Buy |
44,778
+360
| +0.8% | +$18.1K | 1.28% | 19 |
|
|
2023
Q2 | $2.24M | Sell |
44,418
-204
| -0.5% | -$10.3K | 1.33% | 17 |
|
|
2023
Q1 | $2.24M | Sell |
44,622
-218
| -0.5% | -$11K | 1.44% | 18 |
|
|
2022
Q4 | $2.25M | Sell |
44,840
-1,459
| -3% | -$73.3K | 1.57% | 18 |
|
|
2022
Q3 | $2.33M | Buy |
+46,299
| New | +$2.33M | 1.57% | 19 |
|