Lake Street Advisors Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Lake Street Advisors Group’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
2024 Q3	–	Sell
2024 Q2	$868K	Sell
2024 Q1	$871K	Sell
2023 Q4	$4.52M	Sell
2023 Q3	$5.67M	Sell
2023 Q2	$8.21M	Sell
2023 Q1	$8.23M	Buy