WMS
Wealth Management Solutions’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $276K | Sell |
5,494
-143
| -3% | -$7.2K | 0.19% | 68 |
|
|
2023
Q2 | $284K | Sell |
5,637
-1,061
| -16% | -$53.4K | 0.19% | 67 |
|
|
2023
Q1 | $337K | Sell |
6,698
-11,141
| -62% | -$560K | 0.19% | 61 |
|
|
2022
Q4 | $897K | Sell |
17,839
-265
| -1% | -$13.3K | 0.47% | 27 |
|
|
2022
Q3 | $910K | Sell |
18,104
-2,799
| -13% | -$141K | 0.53% | 23 |
|
|
2022
Q2 | $1.05M | Buy |
+20,903
| New | +$1.05M | 0.59% | 23 |
|