Robinson Smith Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Robinson Smith Wealth 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 Q2	$725K	Hold
2025 Q1	$725K	Sell
2024 Q4	$795K	Hold
2024 Q3	$794K	Hold
2024 Q2	$795K	Hold
2024 Q1	$795K	Hold
2023 Q4	$794K	Buy