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Lumature Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Lumature Wealth Partners’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		$126K Hold
2,513
– – 0.08% 180
2023
Q1 		$126K Hold
2,513
– – 0.07% 176
2022
Q4 		$126K Hold
2,513
– – 0.07% 176
2022
Q3 		$126K Hold
2,513
– – 0.07% 183
2022
Q2 		$126K Hold
2,513
– – 0.06% 198
2022
Q1 		$126K Buy
+2,513
New +$126K 0.05% 200