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

GeoWealth Management’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 Q2	$417	Sell
2025 Q1	$2.03K	Sell
2024 Q4	$5.85M	Buy
2024 Q3	$17.3K	Buy
2024 Q1	–	Sell
2023 Q4	$3.5M	Buy
2023 Q3	$242K	Buy
2023 Q2	–	Sell
2023 Q1	$403K	Sell
2022 Q4	$24.7M	Buy
2022 Q3	$259K	Buy