Wisdomtree Floating Rate Treasury Fund shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $340k | 6.8k | 50.27 |
| 2025-06-30 | $715k | 14k | 50.31 |
| 2025-03-31 | $1.0M | 21k | 50.33 |
| 2024-12-31 | $989k | 20k | 50.27 |
| 2024-09-30 | $955k | 19k | 50.22 |
| 2024-06-30 | $755k | 15k | 50.31 |
| 2024-03-31 | $776k | 15k | 50.29 |
| 2023-06-30 | $253k | 5.0k | 50.32 |
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