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Tiedemann Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Tiedemann Advisors’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		$1.7M Sell
33,871
-8,000
-19% -$403K 0.07% 84
2023
Q2 		$2.11M Hold
41,871
– – 0.09% 72
2023
Q1 		$2.1M Buy
41,871
+31,871
+319% +$1.6M 0.1% 74
2022
Q4 		$503K Buy
+10,000
New +$503K 0.02% 154