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Wisdomtree Floating Rate Treasury Fund shares owned by Kingsview Wealth Management

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Kingsview Wealth Management from 13F filings

Historical chart of Kingsview Wealth Management 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 Kingsview Wealth Management 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6M 171k 50.22
2024-06-30 $15M 291k 50.31
2024-03-31 $15M 301k 50.29
2023-12-31 $12M 241k 50.24
2023-09-30 $12M 239k 50.32
2023-06-30 $10M 204k 50.32
2023-03-31 $3.7M 73k 50.27
2022-12-31 $4.9M 97k 50.27
2022-09-30 $2.2M 43k 50.29
2022-06-30 $1.5M 30k 50.35
2022-03-31 $1.5M 30k 50.28