CWM
USFR

Cabot Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Cabot Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
2020
Q1 		$2.21M Sell
2019
Q4 		$4.85M Buy
2019
Q3 		$4.29M Buy
2019
Q2 		$3.18M Buy