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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.34M Buy
2025
Q2
$4.78M Buy
2025
Q1
$4.02M Buy
2024
Q4
$3.57M Sell
2024
Q3
$3.61M Buy
2024
Q2
$1.55M Sell
2024
Q1
$1.89M Buy
2023
Q4
$1.33M Buy
2023
Q3
$481K Buy