Strategic Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Strategic Wealth Partners’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	$693K	Buy
2025 Q2	$620K	Buy
2024 Q4	$607K	Sell
2024 Q3	$835K	Sell
2024 Q2	$876K	Buy
2024 Q1	$713K	Sell
2023 Q4	$1.45M	Buy
2023 Q3	$1.12M	Buy