Cascade Investment Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$382K Sell
2025
Q2
$751K Buy
2025
Q1
$678K Buy
2024
Q4
$563K Buy
2024
Q3
$488K Buy
2024
Q2
$477K Buy
2024
Q1
$460K Buy
2023
Q4
$416K Buy
2023
Q3
$356K Buy
2023
Q2
$311K Buy