Global Retirement Partners’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
2020
Q3
Sell
-6,500
Closed -$163K 1772
2020
Q2
$163K Hold
6,500
0.03% 392
2020
Q1
$163K Sell
6,500
-2,005
-24% -$50.3K 0.03% 352
2019
Q4
$213K Buy
+8,505
New +$213K 0.03% 362