Wisdomtree Floating Rate Treasury Fund shares owned by Independent Financial Group
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.0M | 59k | 50.34 |
| 2025-09-30 | $313k | 6.2k | 50.27 |
| 2025-06-30 | $239k | 4.7k | 50.31 |
| 2025-03-31 | $213k | 4.2k | 50.33 |
| 2023-12-31 | $282k | 5.6k | 50.24 |
| 2023-09-30 | $266k | 5.3k | 50.32 |
| 2023-06-30 | $263k | 5.2k | 50.32 |
| 2023-03-31 | $203k | 4.0k | 50.27 |
More positions owned by Independent Financial Group
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Top funds holding Wisdomtree Floating Rate Treasury Fund
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