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Alpine Bank Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Alpine Bank Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$74.9M Buy
1,489,055
+412,010
+38% +$20.7M 11.32% 2
2025
Q1 		$54.2M Buy
+1,077,045
New +$54.2M 8.7% 3
2024
Q3 		$74.7M Buy
+1,487,743
New +$74.7M 11.94% 1