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Wisdomtree Floating Rate Treasury Fund shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 284k 50.24
2023-09-30 $21M 423k 50.32
2023-06-30 $449k 8.9k 50.32
2023-03-31 $336k 6.7k 50.27
2022-12-31 $423k 8.4k 50.27
2022-09-30 $715k 14k 50.29
2022-06-30 $759k 15k 50.31
2022-03-31 $715k 14k 50.31