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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
6,456
+1,662
+35% +$83.6K 0.08% 208
2025
Q1
$241K Buy
+4,794
New +$241K 0.08% 198