Pacific Capital Wealth Advisors’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 Q4	–	Sell	-195	Closed	-$9.79K	–	482
2024 Q3	$9.79K	Buy	+195	New	+$9.79K	﹤0.01%	299
2022 Q3	–	Sell	-6,000	Closed	-$302K	–	94
2022 Q2	$302K	Hold	6,000	–	–	0.08%	72
2022 Q1	$302K	Buy	+6,000	New	+$302K	0.09%	76