Cypress Capital Advisors’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
$7.03M Buy
139,787
+12,316
+10% +$620K 4.4% 6
2025
Q1
$6.42M Sell
127,471
-12,368
-9% -$622K 4.46% 6
2024
Q4
$7.04M Buy
+139,839
New +$7.04M 5.51% 6