CWSR
USFR

Chessman Wealth Strategies RIA’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Chessman Wealth Strategies RIA’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-410,536
Closed -$10.3M – 30
2018
Q4 		$10.3M Sell
410,536
-39,096
-9% -$981K 10.97% 3
2018
Q3 		$11.3M Sell
449,632
-358,158
-44% -$8.98M 9.92% 2
2018
Q2 		$20.3M Buy
+807,790
New +$20.3M 17.84% 1