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Clear Rock Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Clear Rock 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
2024
Q2 		$14.7M Sell
292,008
-64,480
-18% -$3.24M 6.28% 4
2024
Q1 		$17.9M Buy
356,488
+8,176
+2% +$411K 7.78% 4
2023
Q4 		$17.6M Buy
+348,312
New +$17.6M 7.94% 4