Fortress Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Fortress Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.74M	Buy
2025 Q2	$6.56M	Buy
2025 Q1	$6.55M	Sell
2024 Q4	$6.9M	Buy
2024 Q3	$6.52M	Sell
2024 Q2	$8.82M	Sell
2024 Q1	$9.02M	Buy
2023 Q4	$8.03M	Buy