Bedell Frazier Investment Counselling’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bedell Frazier Investment Counselling’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	$816K	Buy
2025 Q2	$532K	Buy
2025 Q1	$484K	Buy
2024 Q4	$471K	Sell
2024 Q3	$612K	Buy
2024 Q2	$563K	Sell
2024 Q1	$631K	Sell
2023 Q4	$656K	Buy
2023 Q3	$509K	Buy