Cornerstone Planning 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	$51.1K	Buy	1,015 +14	+1%	+$705	0.01%	237
2025 Q1	$50.5K	Sell	1,001 -142	-12%	-$7.16K	0.01%	239
2024 Q4	$57.7K	Buy	1,143 +13	+1%	+$656	0.01%	168
2024 Q3	$56.8K	Buy	1,130 +5	+0.4%	+$251	0.02%	177
2024 Q2	$56.6K	Buy	+1,125	New	+$56.6K	0.02%	184