Wisdomtree Floating Rate Treasury Fund shares owned by GeoWealth Management
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $417 | 8 | 52.13 |
| 2025-03-31 | $2.0k | 40 | 50.70 |
| 2024-12-31 | $5.9M | 116k | 50.32 |
| 2024-09-30 | $17k | 345 | 50.22 |
| 2023-09-30 | $242k | 4.8k | 50.43 |
| 2023-03-31 | $403k | 8.1k | 49.99 |
| 2022-12-31 | $25M | 492k | 50.27 |
| 2022-09-30 | $259k | 5.2k | 50.20 |
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