Wisdomtree Floating Rate Treasury Fund shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 21k | 50.29 |
| 2024-06-30 | $1.1M | 22k | 50.29 |
| 2024-03-31 | $1.1M | 22k | 50.31 |
| 2023-12-31 | $1.3M | 25k | 50.42 |
| 2023-09-30 | $1.2M | 25k | 50.27 |
| 2023-06-30 | $1.3M | 26k | 50.38 |
| 2023-03-31 | $1.4M | 28k | 50.39 |
| 2022-12-31 | $1.4M | 27k | 50.25 |
| 2022-09-30 | $1.7M | 34k | 50.36 |
| 2022-06-30 | $1.9M | 39k | 50.32 |
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