SageView Advisory Group’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 Q1	–	Sell	-19,973	Closed	-$1M	–	855
2023 Q4	$1M	Buy	+19,973	New	+$1M	0.04%	249