WealthShield Partners’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 | $2.14M | Sell |
42,472
-1,465
| -3% | -$73.7K | 0.26% | 106 |
|
|
2025
Q1 | $2.21M | Sell |
43,937
-855
| -2% | -$43K | 0.28% | 98 |
|
|
2024
Q4 | $2.25M | Buy |
44,792
+6,771
| +18% | +$341K | 0.32% | 90 |
|
|
2024
Q3 | $1.91M | Buy |
38,021
+6,333
| +20% | +$318K | 0.26% | 103 |
|
|
2024
Q2 | $1.59M | Sell |
31,688
-16,950
| -35% | -$853K | 0.24% | 108 |
|
|
2024
Q1 | $2.45M | Buy |
48,638
+14,390
| +42% | +$724K | 0.4% | 76 |
|
|
2023
Q4 | $1.72M | Buy |
34,248
+26,166
| +324% | +$1.31M | 0.28% | 101 |
|
|
2023
Q3 | $407K | Buy |
+8,082
| New | +$407K | 0.06% | 219 |
|