Comprehensive Financial Consultants Institutional’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Comprehensive Financial Consultants Institutional’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	$1.14M	Buy
2025 Q2	$958K	Buy
2025 Q1	$956K	Buy
2024 Q4	$936K	Buy
2024 Q3	$871K	Buy
2024 Q2	$737K	Buy
2024 Q1	$582K	Buy
2023 Q4	$484K	Sell
2023 Q3	$588K	Sell
2023 Q2	$648K	Buy