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

Sax 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 Q3	$804K	Buy
2025 Q2	$755K	Sell
2025 Q1	$1.15M	Buy
2024 Q4	$404K	Buy
2024 Q3	$389K	Buy
2024 Q2	$220K	Buy