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

DHK 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
2024
Q1 		– Sell
-10,000
Closed -$502K – 75
2023
Q4 		$502K Hold
10,000
– – 0.38% 54
2023
Q3 		$503K Hold
10,000
– – 0.45% 50
2023
Q2 		$503K Buy
+10,000
New +$503K 0.43% 50