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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.6M	Buy
2025 Q2	$10.8M	Buy
2025 Q1	$8.21M	Buy
2024 Q4	$6.81M	Buy