Charis Legacy Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Charis Legacy Partners’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	$3.91M	Buy
2025 Q2	$2.64M	Buy
2025 Q1	$236K	Sell
2024 Q4	$365K	Buy