PWM
USFR

Paulson Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Paulson Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-25,053
Closed -$628K – 120
2018
Q4 		$628K Buy
25,053
+11,977
+92% +$300K 0.52% 49
2018
Q3 		$328K Buy
+13,076
New +$328K 0.29% 85