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

Founders Financial 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	$1.81M	Buy
2025 Q2	$1.62M	Buy
2025 Q1	$1.57M	Buy
2024 Q4	$1.3M	Sell
2024 Q3	$1.54M	Buy
2024 Q2	$848K	Buy