Woodard & Company Asset Management Group’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
Q2
$4.19M Buy
2025
Q1
$4.1M Sell
2024
Q4
$4.24M Sell
2024
Q3
$13.7M Buy
2024
Q2
$3.76M Sell
2024
Q1
$3.78M Sell
2023
Q4
$3.84M Sell
2023
Q3
$4.03M Buy
2023
Q2
$4.02M Buy
2023
Q1
$3.71M Sell
2022
Q4
$17.4M Sell
2022
Q3
$34.1M Buy
2022
Q2
$33.8M Buy