Wisdomtree Floating Rate Treasury Fund shares owned by One Wealth Management Investment & Advisory Services
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by One Wealth Management Investment & Advisory Services
from 13F filings
Historical chart of One Wealth Management Investment & Advisory Services 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 One Wealth Management Investment & Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by One Wealth Management Investment & Advisory Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $588k | 12k | 50.24 |
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