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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.9M Buy
275,437
+129,169
+88% +$6.5M 9.58% 5
2025
Q1
$7.37M Buy
146,268
+5,089
+4% +$256K 5.12% 9
2024
Q4
$7.1M Buy
+141,179
New +$7.1M 5.14% 9