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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.62M	Buy	32,222 +951	+3%	+$47.8K	0.37%	62
2025 Q1	$1.57M	Buy	31,271 +5,426	+21%	+$273K	0.38%	58
2024 Q4	$1.3M	Sell	25,845 -4,853	-16%	-$244K	0.36%	61
2024 Q3	$1.54M	Buy	30,698 +13,838	+82%	+$695K	0.43%	49
2024 Q2	$848K	Buy	+16,860	New	+$848K	0.25%	93