Plante Moran Financial 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
2025 Q1	–	Sell	-68	Closed	-$3.42K	–	982
2024 Q4	$3.42K	Hold	68	–	–	﹤0.01%	737
2024 Q3	$3.42K	Buy	+68	New	+$3.42K	﹤0.01%	719
2023 Q4	–	Sell	-557	Closed	-$28K	–	919
2023 Q3	$28K	Buy	+557	New	+$28K	﹤0.01%	377