DHJJ Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

DHJJ Financial Advisors’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	$784K	Buy
2025 Q2	$739K	Sell
2025 Q1	$786K	Buy
2024 Q4	$645K	Buy
2024 Q3	$403K	Sell
2024 Q2	$482K	Buy
2024 Q1	$294K	Buy
2023 Q4	$113K	Buy
2023 Q3	$46.3K	Buy