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

Puff Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.62M Buy
52,148
+415
+0.8% +$20.9K 1.91% 5
2025
Q1 		$2.6M Buy
51,733
+109
+0.2% +$5.49K 2.44% 4
2024
Q4 		$2.6M Buy
+51,624
New +$2.6M 4.53% 4