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

ORG Partners’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 		$4.94M Buy
98,163
+80,107
+444% +$4.03M 1.05% 17
2025
Q1 		$909K Buy
18,056
+4,767
+36% +$240K 0.22% 82
2024
Q4 		$669K Buy
13,289
+6,978
+111% +$351K 0.09% 149
2024
Q3 		$317K Buy
+6,311
New +$317K 0.05% 225