NorthRock Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

NorthRock Partners’s Portfolio USFR Stock Details USFR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.43M	Buy
2024 Q4	–	Sell
2024 Q3	$323K	Sell
2024 Q2	$828K	Sell
2024 Q1	$3.42M	Sell
2023 Q4	$4.25M	Buy