SPWM
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Spartan Planning & Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Spartan Planning & Wealth Management’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 		$982K Sell
19,514
-3,037
-13% -$153K 0.84% 25
2025
Q1 		$1.13M Sell
22,551
-1,736
-7% -$87.4K 1.1% 23
2024
Q4 		$1.22M Buy
+24,287
New +$1.22M 1.12% 24