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Wisdomtree Floating Rate Treasury Fund shares owned by Essex Financial Services

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

Historical chart of Essex Financial Services 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 Essex Financial Services 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 Essex Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 30k 50.40
2024-06-30 $2.0M 40k 50.33
2024-03-31 $2.5M 49k 50.29
2023-12-31 $5.1M 101k 50.24
2023-09-30 $7.8M 155k 50.32
2023-06-30 $6.8M 135k 50.32
2023-03-31 $5.6M 111k 50.27
2022-12-31 $3.2M 64k 50.27
2022-09-30 $1.8M 36k 50.28