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Wisdomtree Floating Rate Treasury Fund shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory 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 Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 212k 50.29
2023-12-31 $11M 221k 50.24
2023-09-30 $7.2M 143k 50.32
2023-06-30 $4.6M 92k 50.32
2023-03-31 $5.3M 105k 50.27
2022-12-31 $6.2M 124k 50.27
2022-09-30 $6.7M 133k 50.28
2022-06-30 $6.7M 134k 50.33
2022-03-31 $6.9M 137k 50.28