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Fourth Dimension Wealth’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Fourth Dimension 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
Q2 		$1M Buy
19,952
+2,372
+13% +$119K 0.42% 48
2025
Q1 		$885K Buy
+17,580
New +$885K 0.43% 46