Melfa 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 Q1	–	Sell	-4,145	Closed	-$209K	–	204
2024 Q4	$209K	Hold	4,145	–	–	0.14%	160
2024 Q3	$208K	Hold	4,145	–	–	0.14%	165
2024 Q2	$209K	Hold	4,145	–	–	0.15%	152
2024 Q1	$208K	Buy	+4,145	New	+$208K	0.15%	150