Client First Investment Management’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	-25,014	Closed	-$1.26M	–	31
2023 Q4	$1.26M	Buy	+25,014	New	+$1.26M	1.22%	16