Wisdomtree Floating Rate Treasury Fund shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $885k | 18k | 50.27 |
| 2025-06-30 | $970k | 19k | 50.31 |
| 2025-03-31 | $1.2M | 24k | 50.33 |
| 2024-12-31 | $1.4M | 27k | 50.32 |
| 2024-09-30 | $1.4M | 28k | 50.22 |
| 2024-03-31 | $1.9M | 37k | 50.29 |
| 2023-12-31 | $2.1M | 42k | 50.24 |
| 2023-09-30 | $2.2M | 45k | 50.32 |
| 2023-06-30 | $2.2M | 43k | 50.32 |
| 2023-03-31 | $2.4M | 47k | 50.27 |
| 2022-12-31 | $2.5M | 50k | 50.39 |
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