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

Waverly Advisors’s Portfolio USFR Stock Details USFR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.07M	Sell
2025 Q2	$5.92M	Sell
2025 Q1	$6.09M	Buy
2024 Q4	$4.29M	Sell
2024 Q3	$5.08M	Buy
2024 Q2	$4.98M	Buy
2024 Q1	$4.46M	Buy