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Blue Rock Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Blue Rock 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
Q1 		$952K Sell
18,922
-2,074
-10% -$104K 0.81% 29
2024
Q4 		$1.06M Buy
+20,996
New +$1.06M 1.11% 20