Angeles Wealth Management’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
Q1
Sell
-18,472
Closed -$928K 308
2023
Q4
$928K Buy
+18,472
New +$928K 0.11% 70