Mariner Independent Advisor Network’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-12,821
Closed -$322K 542
2021
Q2
$322K Sell
12,821
-3,662
-22% -$92K 0.01% 448
2021
Q1
$414K Buy
16,483
+2,986
+22% +$75K 0.02% 382
2020
Q4
$339K Buy
+13,497
New +$339K 0.02% 373