Advyzon Investment Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Sell	32,096 -2,641	-8%	-$133K	0.36%	60
2025 Q1	$1.75M	Sell	34,737 -3,391	-9%	-$171K	0.62%	27
2024 Q4	$1.92M	Buy	+38,128	New	+$1.92M	0.74%	25