Wisdomtree Floating Rate Treasury Fund shares owned by Evernest Financial Advisors
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Evernest Financial Advisors
from 13F filings
Historical chart of Evernest 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 Evernest Financial Advisors 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 Evernest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 125k | 50.27 |
| 2025-06-30 | $5.2M | 104k | 50.31 |
| 2025-03-31 | $5.0M | 99k | 50.33 |
| 2024-12-31 | $4.9M | 97k | 50.32 |
| 2024-09-30 | $4.8M | 95k | 50.22 |
| 2024-06-30 | $4.5M | 89k | 50.31 |
| 2024-03-31 | $4.3M | 85k | 50.48 |
| 2023-12-31 | $2.9M | 57k | 50.24 |
More positions owned by Evernest Financial Advisors
View all positions for Evernest Financial Advisors
Top funds holding Wisdomtree Floating Rate Treasury Fund
View all funds holding Wisdomtree Floating Rate Treasury Fund