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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

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Floating Rate Treasury Fund held by Herold Advisors 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 Herold Advisors

Quarter filed Position value Share count Share price at filing
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