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

Serenus Wealth Advisors’s Portfolio USFR Stock Details USFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$250M Sell
4,974,575
-623,847
-11% -$31.4M 42.38% 1
2025
Q1 		$282M Buy
5,598,422
+733,794
+15% +$36.9M 46.76% 1
2024
Q4 		$245M Buy
+4,864,628
New +$245M 42.54% 1