Significant Wealth Partners’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 Q2	–	Sell	-18,329	Closed	-$922K	–	155
2024 Q1	$922K	Buy	18,329 +8,415	+85%	+$423K	0.6%	48
2023 Q4	$498K	Buy	+9,914	New	+$498K	0.36%	78