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WealthPLAN Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

WealthPLAN Partners’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 		– Sell
-402
Closed -$20.2K – 1123
2023
Q2 		$20.2K Buy
+402
New +$20.2K ﹤0.01% 674