WIM
Westside Investment Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-469
| Closed | -$23.6K | – | 1019 |
|
|
2024
Q3 | $23.6K | Sell |
469
-6,037
| -93% | -$303K | 0.01% | 542 |
|
|
2024
Q2 | $327K | Hold |
6,506
| – | – | 0.07% | 177 |
|
|
2024
Q1 | $327K | Sell |
6,506
-6,900
| -51% | -$347K | 0.08% | 176 |
|
|
2023
Q4 | $674K | Buy |
13,406
+406
| +3% | +$20.4K | 0.17% | 125 |
|
|
2023
Q3 | $654K | Buy |
+13,000
| New | +$654K | 0.19% | 118 |
|