Wisdomtree Floating Rate Treasury Fund shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $44M | 870k | 50.22 |
| 2024-06-30 | $43M | 848k | 50.31 |
| 2024-03-31 | $44M | 871k | 50.29 |
| 2023-12-31 | $40M | 800k | 50.24 |
| 2023-09-30 | $44M | 874k | 50.32 |
| 2023-06-30 | $47M | 934k | 50.32 |
| 2023-03-31 | $33M | 651k | 50.27 |
| 2022-12-31 | $3.0M | 60k | 50.27 |
| 2022-09-30 | $1.3M | 26k | 50.29 |
| 2022-06-30 | $2.1M | 42k | 50.32 |
| 2022-03-31 | $1.2M | 24k | 50.28 |
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