Dynamic Advisor Solutions’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$449K Buy
2025
Q2
$438K Buy
2025
Q1
$277K Buy
2024
Q4
Sell
2024
Q3
$337K Sell
2024
Q2
$411K Buy
2024
Q1
$369K Buy
2023
Q4
$345K Sell
2023
Q3
$636K Sell
2023
Q2
$651K Sell
2023
Q1
$962K Buy