Number of Shares
185,824.00
Current Holdings Value*
$9.35 Mil
% of Portfolio
6.89%
Total Estimate Gain
$20,335.70
% of Total Estimate Gain
0.22%

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

As of 2025-03-31, FISCHER INVESTMENT STRATEGIES, LLC held 185,824.00 shares of WisdomTree Floating Rate Treasury Fund(USFR), totaling $9.35 Mil. This investment constitutes 6.89% of their stock portfolio, and FISCHER INVESTMENT STRATEGIES, LLC now holds 0.05% 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. Based on historical transaction data and USFR's current price of $50.46, FISCHER INVESTMENT STRATEGIES, LLC's estimated gain on his USFR holdings is $20,335.70, reflecting a 0.22% gain to date.

FISCHER INVESTMENT STRATEGIES, LLC USFR ($50.46) Holding Chart

FISCHER INVESTMENT STRATEGIES, LLC USFR ($50.46) 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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