EF
USFR icon

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

Envision Financial’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 		$10.8M Buy
214,618
+51,411
+32% +$2.59M 7.2% 5
2025
Q1 		$8.21M Buy
163,207
+27,812
+21% +$1.4M 6.19% 5
2024
Q4 		$6.81M Buy
+135,395
New +$6.81M 5.46% 5