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Wisdomtree Floating Rate Treasury Fund shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group 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 ProVise Management Group 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $285k 5.7k 50.24
2023-09-30 $286k 5.7k 50.32
2023-06-30 $644k 13k 50.32
2023-03-31 $1.2M 24k 50.27
2022-12-31 $1.3M 25k 50.27
2022-09-30 $1.3M 26k 50.26