Morton Brown Family Wealth’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	–	Sell	-645	Closed	-$32.5K	–	335
2025 Q1	$32.5K	Buy	+645	New	+$32.5K	0.01%	126