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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$892K	Buy
2025 Q2	$870K	Sell
2025 Q1	$952K	Sell
2024 Q4	$1.06M	Buy