One Wealth Management Investment & Advisory Services’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
Q1
Sell
-11,707
Closed -$588K 155
2023
Q4
$588K Buy
+11,707
New +$588K 0.26% 63