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
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Floating Rate Treasury Fund held by Core Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
Top funds holding Wisdomtree Floating Rate Treasury Fund
View all funds holding Wisdomtree Floating Rate Treasury Fund