GPWA
USFR

Great Point Wealth Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Great Point Wealth Advisors’s Portfolio USFR Stock Details USFR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
2020
Q3 		$372K Hold
2020
Q2 		$372K Sell
2020
Q1 		$379K Sell
2019
Q4 		$1.43M Sell
2019
Q3 		$1.44M Sell
2019
Q2 		$2.17M Buy
2019
Q1 		$1.52M Buy