CAPTRUST Financial Advisors
USFR

CAPTRUST Financial Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-218
Closed -$5K – 5405
2021
Q4 		$5K Hold
218
– – ﹤0.01% 4131
2021
Q3 		$5K Buy
+218
New +$5K ﹤0.01% 3990