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HCR Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

HCR Wealth Advisors’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
Q1 		– Sell
-4,309
Closed -$217K – 235
2024
Q4 		$217K Buy
+4,309
New +$217K 0.03% 217