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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,560
Closed -$380K 260
2025
Q1
$380K Buy
+7,560
New +$380K 0.03% 152