KWB Wealth’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	-47,395	Closed	-$2.38M	–	142
2023 Q4	$2.38M	Buy	+47,395	New	+$2.38M	0.34%	36