Halbert Hargrove Global Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Halbert Hargrove Global Advisors’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	$905	Sell
2025 Q2	$19.2K	Sell
2025 Q1	$255K	Sell
2024 Q4	$95.9M	Buy
2023 Q4	–	Sell
2023 Q3	$104M	Buy