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Sara-Bay Financial’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Sara-Bay Financial’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-79,323
Closed -$3.98M – 90
2024
Q3 		$3.98M Sell
79,323
-19,203
-19% -$964K 1.44% 15
2024
Q2 		$4.96M Buy
98,526
+9,544
+11% +$480K 2.01% 10
2024
Q1 		$4.48M Buy
+88,982
New +$4.48M 2.01% 12