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Sequoia Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Sequoia Financial Advisors’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 		$496K Sell
9,862
-632
-6% -$31.8K ﹤0.01% 991
2025
Q1 		$528K Buy
+10,494
New +$528K ﹤0.01% 827