Aspetuck Financial Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Aspetuck Financial Management’s Portfolio USFR Stock Details USFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.45M	Sell
2025 Q2	$3.73M	Sell
2025 Q1	$3.94M	Sell
2024 Q4	$4.08M	Buy