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

Liberty Wealth Management’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	–	Sell
2025 Q2	$206K	Buy
2024 Q3	–	Sell
2024 Q2	$123K	Buy
2023 Q3	–	Sell
2023 Q2	$500K	Buy
2023 Q1	$360K	Buy