Wisdomtree Floating Rate Treasury Fund shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7k | 134 | 50.28 |
| 2025-06-30 | $6.7k | 134 | 50.31 |
| 2025-03-31 | $7.3k | 146 | 50.34 |
| 2024-12-31 | $603 | 12 | 50.33 |
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