RFP
USFR icon

Root Financial Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Root Financial Partners’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 		$723K Sell
14,370
-1,404
-9% -$70.6K 0.07% 90
2025
Q1 		$794K Sell
15,774
-1,606
-9% -$80.8K 0.08% 81
2024
Q4 		$875K Hold
17,380
– – 0.11% 72
2024
Q3 		$873K Buy
+17,380
New +$873K 0.14% 54