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Wisdomtree Floating Rate Treasury Fund shares owned by Delos Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Delos Wealth Advisors from 13F filings

Historical chart of Delos Wealth 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 Delos Wealth 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 Delos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $498k 9.9k 50.22
2024-06-30 $499k 9.9k 50.31
2024-03-31 $499k 9.9k 50.29
2023-12-31 $498k 9.9k 50.24
2023-09-30 $499k 9.9k 50.34
2023-06-30 $499k 9.9k 50.32