Fulcrum Equity Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-20,108
Closed -$505K 230
2021
Q2
$505K Buy
20,108
+621
+3% +$15.6K 0.19% 102
2021
Q1
$489K Buy
+19,487
New +$489K 0.19% 104