Collaborative Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Collaborative Wealth Management’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 Q2	$6.41M	Sell
2025 Q1	$6.97M	Buy
2024 Q4	$6.83M	Buy
2024 Q3	$6.41M	Buy
2024 Q2	$5.96M	Buy
2024 Q1	$2.73M	Buy
2023 Q4	$1.51M	Buy
2023 Q3	$868K	Buy