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PSI Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

PSI Advisors’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 		– Sell
-8,579
Closed -$432K – 653
2025
Q1 		$432K Buy
8,579
+699
+9% +$35.2K 0.14% 78
2024
Q4 		$397K Buy
+7,880
New +$397K 0.12% 92