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Wisdomtree Floating Rate Treasury Fund shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management 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 Pinnacle Wealth Management 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 Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $323k 6.4k 50.29
2022-12-31 $301k 6.0k 50.27
2022-09-30 $290k 5.8k 50.27
2022-06-30 $277k 5.5k 50.35
2022-03-31 $520k 10k 50.26