Wisdomtree Floating Rate Treasury Fund shares owned by Kiely Wealth Advisory Group
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Kiely Wealth Advisory Group
from 13F filings
Historical chart of Kiely Wealth Advisory Group investment in Wisdomtree Floating Rate Treasury Fund
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All positions including Wisdomtree Floating Rate Treasury Fund held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Kiely Wealth Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $48M | 959k | 50.35 |
2024-06-30 | $84M | 1.7M | 50.34 |
2024-03-31 | $82M | 1.6M | 50.33 |
2023-12-31 | $82M | 1.6M | 50.22 |
More positions owned by Kiely Wealth Advisory Group
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Top funds holding Wisdomtree Floating Rate Treasury Fund
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