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Wisdomtree Floating Rate Treasury Fund shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 48k 50.22
2024-06-30 $5.3M 105k 50.31
2024-03-31 $4.2M 83k 50.29
2023-12-31 $24M 475k 50.24
2023-09-30 $23M 466k 50.32
2023-06-30 $27M 537k 50.32
2023-03-31 $1.7M 34k 50.27
2022-12-31 $1.5M 30k 50.27