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AJ Wealth Strategies’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

AJ Wealth Strategies’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		$76.9M Buy
1,529,063
+221,762
+17% +$11.2M 3.72% 5
2023
Q1 		$65.7M Buy
1,307,301
+76,999
+6% +$3.87M 3.42% 10
2022
Q4 		$61.8M Buy
+1,230,302
New +$61.8M 3.25% 10