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
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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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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 |
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