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Wisdomtree Floating Rate Treasury Fund shares owned by DHJJ Financial Advisors

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

Historical chart of DHJJ Financial 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 DHJJ Financial 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 DHJJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $784k 16k 50.27
2025-06-30 $739k 15k 50.31
2025-03-31 $786k 16k 50.33
2024-12-31 $645k 13k 50.32
2024-09-30 $403k 8.0k 50.22
2024-06-30 $482k 9.6k 50.31
2024-03-31 $294k 5.8k 50.29
2023-12-31 $113k 2.2k 50.24
2023-09-30 $46k 920 50.32