Caldwell Sutter Capital’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Caldwell Sutter Capital’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	$905K	Buy
2025 Q2	$777K	Buy
2025 Q1	$635K	Buy
2024 Q4	$622K	Buy
2024 Q3	$500K	Sell
2024 Q2	$531K	Buy
2024 Q1	$436K	Buy
2023 Q4	$323K	Buy
2023 Q3	$206K	Buy
2023 Q2	$30.2K	Buy