Westside Investment Management’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
2024
Q4
Sell
2024
Q3
$23.6K Sell
2024
Q2
$327K Hold
2024
Q1
$327K Sell
2023
Q4
$674K Buy
2023
Q3
$654K Buy