Wealthfront Advisers’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 | $4.27M | Buy |
84,950
+19,410
| +30% | +$977K | 0.01% | 414 |
|
|
2025
Q1 | $3.3M | Sell |
65,540
-9,444
| -13% | -$475K | 0.01% | 431 |
|
|
2024
Q4 | $3.77M | Sell |
74,984
-488
| -0.6% | -$24.6K | 0.01% | 388 |
|
|
2024
Q3 | $3.79M | Sell |
75,472
-20,351
| -21% | -$1.02M | 0.01% | 372 |
|
|
2024
Q2 | $4.82M | Buy |
95,823
+45,852
| +92% | +$2.31M | 0.02% | 280 |
|
|
2024
Q1 | $2.51M | Buy |
49,971
+7,352
| +17% | +$370K | 0.01% | 428 |
|
|
2023
Q4 | $2.14M | Buy |
+42,619
| New | +$2.14M | 0.01% | 448 |
|