Fiduciary Alliance’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Fiduciary Alliance’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	$964K	Buy
2025 Q2	$302K	Hold
2025 Q1	$302K	Buy
2023 Q4	–	Sell
2023 Q3	$247K	Sell
2023 Q2	$2.74M	Sell
2023 Q1	$10.5M	Buy
2022 Q4	$10.4M	Buy