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Wisdomtree Floating Rate Treasury Fund shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $31M 610k 50.29
2023-12-31 $29M 577k 50.24
2023-09-30 $33M 661k 50.32
2023-06-30 $37M 742k 50.32
2023-03-31 $28M 559k 50.27
2022-12-31 $3.8M 76k 50.27
2022-09-30 $3.6M 71k 50.29
2022-06-30 $1.6M 31k 50.31
2022-03-31 $101k 2.0k 50.50