Wisdomtree Floating Rate Treasury Fund shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 93k | 50.36 |
| 2024-06-30 | $4.8M | 96k | 50.31 |
| 2024-03-31 | $4.0M | 80k | 50.29 |
| 2023-12-31 | $3.5M | 69k | 50.24 |
| 2023-09-30 | $2.7M | 54k | 50.32 |
| 2023-06-30 | $2.5M | 51k | 50.32 |
| 2023-03-31 | $2.3M | 46k | 50.27 |
| 2022-12-31 | $2.2M | 44k | 50.27 |
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