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

Lauer Wealth’s Portfolio USFR Stock Details USFR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.8M	Buy
2025 Q2	$15.6M	Sell
2025 Q1	$16.4M	Sell
2024 Q4	$18.8M	Sell
2024 Q3	$26.7M	Buy
2024 Q2	$25.4M	Buy
2024 Q1	$16.4M	Buy
2023 Q4	$11.8M	Buy
2023 Q3	$4.87M	Buy
2023 Q2	$3.25M	Buy