Financial Advocates Investment Management »

Wisdomtree Floating Rate Treasury Fund shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment 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 Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $922k 18k 49.98
2023-12-31 $3.3M 65k 50.10
2023-09-30 $3.4M 68k 50.31
2023-06-30 $2.0M 39k 50.32
2023-03-31 $1.8M 36k 50.27
2022-12-31 $430k 8.5k 50.27
2022-09-30 $425k 8.5k 50.30
2022-06-30 $382k 7.6k 50.40