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Wisdomtree Floating Rate Treasury Fund shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 592 50.29
2025-06-30 $34k 672 50.34
2025-03-31 $34k 677 50.31
2024-12-31 $2.1M 42k 50.32
2024-09-30 $7.4M 147k 50.22
2024-06-30 $7.1M 142k 50.31
2024-03-31 $6.8M 136k 50.29
2023-12-31 $6.0M 119k 50.24