Litman Gregory 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 Q3	–	Sell	-6,692	Closed	-$337K	–	142
2024 Q2	$337K	Buy	+6,692	New	+$337K	0.03%	107