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

Resurgent Financial Advisors’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	$1.82M	Buy
2025 Q2	$1.21M	Buy
2025 Q1	$914K	Buy
2024 Q4	$662K	Buy
2024 Q3	$500K	Buy
2024 Q1	–	Sell
2023 Q4	$386K	Buy
2023 Q3	$290K	Buy