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Roundview Capital’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Roundview Capital’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 		$498K Hold
9,900
– – 0.03% 262
2025
Q1 		$498K Hold
9,900
– – 0.04% 258
2024
Q4 		$498K Hold
9,900
– – 0.03% 273
2024
Q3 		$497K Hold
9,900
– – 0.04% 271
2024
Q2 		$498K Buy
+9,900
New +$498K 0.04% 255