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

Guided Capital Wealth Management’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 		$12M Sell
238,750
-34,988
-13% -$1.76M 9.25% 1
2025
Q1 		$13.8M Sell
273,738
-222,255
-45% -$11.2M 11.51% 1
2024
Q4 		$25M Buy
+495,993
New +$25M 22.87% 1