Elevation Wealth Partners’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
$33.6K Hold
667
0.01% 272
2025
Q1
$33.6K Hold
667
0.01% 270
2024
Q4
$33.6K Buy
+667
New +$33.6K 0.01% 271