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DSG Capital Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

DSG Capital Advisors’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 		$513K Sell
10,190
-2,892
-22% -$145K 0.09% 96
2025
Q1 		$658K Hold
13,082
– – 0.13% 84
2024
Q4 		$658K Buy
+13,082
New +$658K 0.12% 87