GIA
USFR

Gladstone Institutional Advisory’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Gladstone Institutional Advisory’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-52,446
Closed -$1.32M – 773
2021
Q4 		$1.32M Buy
52,446
+30,654
+141% +$769K 0.1% 233
2021
Q3 		$547K Buy
+21,792
New +$547K 0.05% 303