Wisdomtree Floating Rate Treasury Fund shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.6M | 112k | 50.32 |
| 2024-09-30 | $8.2M | 164k | 50.22 |
| 2024-06-30 | $11M | 219k | 50.31 |
| 2024-03-31 | $11M | 221k | 50.29 |
| 2023-12-31 | $12M | 245k | 50.24 |
| 2023-09-30 | $32M | 632k | 50.32 |
| 2023-06-30 | $31M | 618k | 50.32 |
| 2023-03-31 | $17M | 341k | 50.27 |
| 2022-12-31 | $18M | 351k | 50.27 |
| 2022-09-30 | $15M | 306k | 50.28 |
| 2022-06-30 | $14M | 276k | 50.33 |
| 2022-03-31 | $1.3M | 25k | 50.39 |
More positions owned by H D Vest Advisory Services
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