Columbia River Financial Group’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
$1.4M Buy
27,771
+1,183
+4% +$59.6K 0.9% 24
2025
Q1
$1.34M Buy
26,588
+3,987
+18% +$201K 0.89% 25
2024
Q4
$1.14M Buy
+22,601
New +$1.14M 0.78% 26