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Wisdomtree Floating Rate Treasury Fund shares owned by American Planning Services

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by American Planning Services from 13F filings

Historical chart of American Planning 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 American Planning Services 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 American Planning Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.5M 108k 50.31
2024-03-31 $6.4M 128k 50.29
2023-12-31 $6.7M 134k 50.24
2023-09-30 $25M 493k 50.32
2023-06-30 $19M 384k 50.32
2023-03-31 $24M 467k 50.27
2022-12-31 $32M 635k 50.27
2022-09-30 $25k 501 50.30
2022-06-30 $6.7M 133k 50.33