Betterment LLC’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
-4,734
Closed -$238K 363
2023
Q4
$238K Sell
4,734
-64
-1% -$3.22K ﹤0.01% 297
2023
Q3
$241K Buy
+4,798
New +$241K ﹤0.01% 281