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Wisdomtree Floating Rate Treasury Fund shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management 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 Belpointe Asset Management 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 22k 50.29
2023-09-30 $530k 11k 50.32
2023-06-30 $892k 18k 50.32
2023-03-31 $8.7M 173k 50.27
2022-12-31 $1.1M 21k 50.27
2022-09-30 $777k 16k 50.25
2022-06-30 $2.3M 47k 50.33
2022-03-31 $2.3M 46k 50.29