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

Riverchase Wealth Management’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 		$2.22M Sell
44,206
-6,955
-14% -$350K 1.41% 13
2025
Q1 		$2.57M Buy
51,161
+293
+0.6% +$14.7K 1.8% 10
2024
Q4 		$2.56M Buy
+50,868
New +$2.56M 1.91% 8