Wealth Management Associates’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 | $541K | Buy |
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|
2025
Q2 | $466K | Buy |
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|
2025
Q1 | $465K | Buy |
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|
2024
Q4 | $454K | Buy |
|
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|
2024
Q3 | $452K | Buy |
|
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $261K | Buy |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $211K | Buy |
|