Laurel Wealth Advisors (California)’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
2022 Q4	–	Sell	-17,417	Closed	-$876K	–	674
2022 Q3	$876K	Sell	17,417 -9,774	-36%	-$492K	0.09%	235
2022 Q2	$1.37M	Sell	27,191 -2,194	-7%	-$110K	0.14%	163
2022 Q1	$1.48M	Buy	+29,385	New	+$1.48M	0.12%	181