Private Client Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Private Client Services’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 Q3	$427K	Sell
2025 Q2	$590K	Buy
2025 Q1	$370K	Buy
2024 Q4	$304K	Buy