Wisdomtree Floating Rate Treasury Fund shares owned by Apexium Financial
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial 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 Apexium Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 234k | 50.27 |
| 2025-06-30 | $12M | 245k | 50.31 |
| 2024-12-31 | $5.2M | 104k | 50.32 |
| 2024-09-30 | $990k | 20k | 50.22 |
| 2024-06-30 | $443k | 8.8k | 50.31 |
| 2024-03-31 | $452k | 9.0k | 50.29 |
| 2023-12-31 | $664k | 13k | 50.24 |
| 2023-09-30 | $544k | 11k | 50.32 |
| 2023-06-30 | $550k | 11k | 50.32 |
| 2023-03-31 | $555k | 11k | 50.27 |
| 2022-12-31 | $556k | 11k | 50.27 |
| 2022-09-30 | $574k | 11k | 50.30 |
Top funds holding Wisdomtree Floating Rate Treasury Fund
View all funds holding Wisdomtree Floating Rate Treasury Fund