PWAG
USFR

Polaris Wealth Advisory Group’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Polaris Wealth Advisory Group’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-214,697
Closed -$10.8M – 182
2022
Q1 		$10.8M Buy
+214,697
New +$10.8M 0.72% 43