Horst & Graben Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-60,319
Closed -$3.03M 151
2023
Q4
$3.03M Buy
+60,319
New +$3.03M 0.67% 28