Alera Investment Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,221
Closed -$414K 312
2024
Q2
$414K Buy
+8,221
New +$414K 0.05% 155