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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

Jan 2024Mar 2024May 2024Jul 2024Sep 202450M60M70M80M1M1.2M1.4M1.6M
Value ($)Share countHistorical USFR position of Kiely Wealth Advisory … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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