Wisdomtree Floating Rate Treasury Fund shares owned by Herold Advisors
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 59k | 50.27 |
| 2025-06-30 | $3.0M | 59k | 50.31 |
| 2025-03-31 | $3.0M | 59k | 50.33 |
| 2024-12-31 | $2.8M | 56k | 50.32 |
| 2024-09-30 | $2.7M | 54k | 50.22 |
| 2024-06-30 | $2.7M | 53k | 50.31 |
| 2024-03-31 | $2.4M | 48k | 50.29 |
| 2023-12-31 | $2.0M | 39k | 50.24 |
| 2023-09-30 | $1.7M | 34k | 50.32 |
| 2023-06-30 | $1.2M | 24k | 50.32 |
| 2023-03-31 | $346k | 6.9k | 50.27 |
| 2022-12-31 | $273k | 5.4k | 50.27 |
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