WJWM
USFR

Williams Jones Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Williams Jones Wealth Management’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
2026
Q1 		$235K Hold
2025
Q4 		$235K Buy