Walkner Condon Financial 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 | $234K | Sell |
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|
2025
Q2 | $444K | Sell |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $921K | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $1.93M | Sell |
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|
2023
Q4 | $2.72M | Sell |
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|
2023
Q3 | $3.16M | Buy |
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|
2023
Q2 | $2.7M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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