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Wisdomtree Floating Rate Treasury Fund shares owned by Legend Financial Advisors

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Legend Financial Advisors from 13F filings

Historical chart of Legend Financial Advisors investment in Wisdomtree Floating Rate Treasury Fund

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Floating Rate Treasury Fund held by Legend Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Legend Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0k 59 50.29
2023-12-31 $3.0k 59 50.24
2023-09-30 $3.0k 59 50.32
2023-06-30 $3.0k 59 50.32
2023-03-31 $3.0k 59 50.27
2022-12-31 $175k 3.5k 50.27
2022-09-30 $175k 3.5k 50.29