WWM
USFR

Windsor Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Windsor Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
2022
Q1 		$583K Buy
2021
Q1 		– Sell
2020
Q4 		$281K Sell
2020
Q3 		$286K Sell
2020
Q2 		$435K Sell
2020
Q1 		$484K Sell
2019
Q4 		$896K Buy