WT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10M | Buy |
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|
2025
Q2 | $4.85M | Buy |
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|
2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $3.77M | Buy |
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|
2024
Q3 | $3.68M | Sell |
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|
2024
Q2 | $7.74M | Sell |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $15.8M | Sell |
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|
2023
Q2 | $17.3M | Sell |
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|
2023
Q1 | $20.6M | Buy |
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|
2022
Q4 | $16.3M | Buy |
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|
2022
Q3 | $10.9M | Buy |
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|
2022
Q2 | $5.5M | Buy |
|