Wisdomtree Floating Rate Treasury Fund shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 51k | 50.27 |
| 2025-06-30 | $2.7M | 54k | 50.31 |
| 2025-03-31 | $8.3M | 164k | 50.33 |
| 2024-12-31 | $3.0M | 60k | 50.32 |
| 2024-09-30 | $1.9M | 37k | 50.22 |
| 2024-06-30 | $1.4M | 28k | 50.31 |
| 2023-09-30 | $211k | 4.2k | 50.37 |
| 2023-06-30 | $271k | 5.4k | 50.39 |
| 2023-03-31 | $412k | 8.2k | 50.27 |
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