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Compass Financial Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Compass Financial Services’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.3M Buy
45,649
+25,991
+132% +$1.31M 1.11% 18
2025
Q1 		$989K Buy
+19,658
New +$989K 0.52% 20