LWMI
USFR icon

Legacy Wealth Management (Idaho)’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Legacy Wealth Management (Idaho)’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 		$146K Buy
2,911
+14
+0.5% +$704 0.08% 86
2025
Q1 		$146K Buy
2,897
+2,017
+229% +$102K 0.1% 79
2024
Q4 		$44.4K Buy
+880
New +$44.4K 0.03% 127