WJ Wealth Management’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 Q1	–	Sell	-9,168	Closed	-$461K	–	78
2023 Q4	$461K	Buy	9,168 +2,944	+47%	+$148K	0.2%	53
2023 Q3	$313K	Buy	+6,224	New	+$313K	0.15%	52