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LWM Advisory Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

LWM Advisory Services’s Portfolio USFR Stock Details USFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.22M Buy
83,960
+1,668
+2% +$83.9K 2.91% 10
2025
Q1 		$4.14M Buy
82,292
+50,410
+158% +$2.54M 2.88% 10
2024
Q4 		$1.6M Buy
+31,882
New +$1.6M 1.12% 20