Chokshi & Queen Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Chokshi & Queen Wealth Advisors’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	$285K	Sell
2025 Q2	$323K	Sell
2025 Q1	$434K	Buy
2024 Q4	$324K	Buy