Yoder Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Yoder Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.72M	Sell
2025 Q1	$6.01M	Sell
2024 Q4	$6.12M	Sell
2024 Q3	$6.62M	Sell
2024 Q2	$6.96M	Sell
2024 Q1	$8.7M	Buy
2023 Q4	$8.44M	Buy
2023 Q3	$8.22M	Buy
2023 Q2	$7.81M	Buy
2023 Q1	$7.46M	Buy