Westmount Partners’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 | $2.15M | Buy |
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|
2025
Q2 | $2.15M | Sell |
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|
2025
Q1 | $2.16M | Sell |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $2.16M | Sell |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $2.56M | Sell |
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|
2023
Q3 | $3.88M | Sell |
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|
2023
Q2 | $4.37M | Sell |
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|
2023
Q1 | $5.18M | Sell |
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|
2022
Q4 | $6.06M | Buy |
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