Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Kovitz Investment Group Partners’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 		$8.15M Buy
161,958
+81,455
+101% +$4.1M 0.03% 349
2025
Q1 		$4.05M Sell
80,503
-4,524
-5% -$228K 0.02% 441
2024
Q4 		$4.28M Buy
85,027
+1,771
+2% +$89.1K 0.02% 427
2024
Q3 		$4.18M Buy
+83,256
New +$4.18M 0.03% 371