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

Modern 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 Q2	$24.1M	Sell
2025 Q1	$25.8M	Sell
2024 Q4	$27M	Buy
2024 Q3	$1.93M	Buy
2024 Q2	$1.74M	Buy
2024 Q1	$1.56M	Buy