Focus Partners Wealth
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Focus Partners Wealth’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Focus Partners Wealth’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
Q1 		– Sell
-5,505
Closed -$277K – 1991
2024
Q4 		$277K Buy
+5,505
New +$277K ﹤0.01% 1571
2024
Q1 		– Sell
-7,019
Closed -$353K – 1001
2023
Q4 		$353K Buy
+7,019
New +$353K ﹤0.01% 639