Sheets Smith Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Sheets Smith Wealth Management’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	$820K	Buy
2025 Q2	$812K	Buy
2025 Q1	$538K	Buy
2024 Q4	$533K	Sell
2024 Q3	$560K	Buy
2024 Q2	$299K	Buy