Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,102	Closed	-$55K	–	1866
2022 Q2	$55K	Sell	1,102 -51	-4%	-$2.55K	0.01%	705
2022 Q1	$58K	Buy	+1,153	New	+$58K	0.01%	737