Number of Shares
22,976.00
Current Holdings Value*
$1.16 Mil
% of Portfolio
0.78%
Total Estimate Gain
$5,927.72
% of Total Estimate Gain
0.06%

FISCHER INVESTMENT STRATEGIES, LLC's WisdomTree Floating Rate Treasury Fund Holding Summary

As of 2025-06-30, FISCHER INVESTMENT STRATEGIES, LLC held 22,976.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $1.16 Mil. This investment constitutes 0.78% of their stock portfolio, and FISCHER INVESTMENT STRATEGIES, LLC now holds 0.01% of the outstanding WisdomTree Floating Rate Treasury Fund(USFR) stock.

The initial trade took place in 2024Q4. And since then FISCHER INVESTMENT STRATEGIES, LLC has made 2 purchases of USFR, at an average price of $50.35, for a total of 185,824.00 shares. In addition, there have been 1 sales at an average price of $50.37 for 162,848.00 shares. Based on historical transaction data and USFR's current price of $50.47, FISCHER INVESTMENT STRATEGIES, LLC's estimated gain on his USFR holdings is $5,927.72, reflecting a 0.06% gain to date.

FISCHER INVESTMENT STRATEGIES, LLC USFR ($50.47) Holding Chart

FISCHER INVESTMENT STRATEGIES, LLC USFR ($50.47) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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