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XY Planning Network’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

XY Planning Network’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.26M Buy
24,947
+2,293
+10% +$115K 0.43% 61
2025
Q1 		$1.14M Buy
22,654
+1,207
+6% +$60.7K 0.76% 41
2024
Q4 		$1.08M Buy
+21,447
New +$1.08M 0.81% 39