OneDigital Investment Advisors’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
2019
Q3
Sell
-2,493
Closed -$62K 1289
2019
Q2
$62K Buy
2,493
+606
+32% +$15.1K ﹤0.01% 535
2019
Q1
$47K Buy
1,887
+6
+0.3% +$149 0.01% 507
2018
Q4
$47K Buy
+1,881
New +$47K 0.01% 474