C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors »

Wisdomtree Floating Rate Treasury Fund shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors from 13F filings

Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 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 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 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 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 107k 50.27
2025-06-30 $820k 16k 50.31
2025-03-31 $1.2M 23k 50.33
2024-12-31 $689k 14k 50.32
2024-09-30 $219k 4.4k 50.22
2024-06-30 $541k 11k 50.31
2024-03-31 $868k 17k 50.29
2023-12-31 $236k 4.7k 50.24