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

Oregon Pacific Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$375K Sell
7,462
-795
-10% -$40K 0.36% 77
2025
Q1 		$416K Sell
8,257
-925
-10% -$46.6K 0.42% 66
2024
Q4 		$462K Buy
+9,182
New +$462K 0.45% 63