Berger Financial Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Berger Financial Group’s Portfolio USFR Stock Details USFR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.01M	Buy
2025 Q2	$890K	Buy
2025 Q1	$799K	Sell
2024 Q4	$1.06M	Buy
2024 Q3	$619K	Sell
2024 Q2	$668K	Buy
2024 Q1	$535K	Buy