Cerity Partners’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
$7.47M Sell
2025
Q2
$9.63M Buy
2025
Q1
$8.81M Buy
2024
Q4
$8.39M Buy
2024
Q3
$7.57M Buy
2024
Q2
$6.48M Sell
2024
Q1
$6.54M Sell
2023
Q4
$6.69M Sell
2023
Q3
$79.9M Buy