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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$594K	Sell
2025 Q2	$723K	Sell
2025 Q1	$794K	Sell
2024 Q4	$875K	Hold
2024 Q3	$873K	Buy