Wisdomtree Floating Rate Treasury Fund shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 171k | 50.27 |
| 2025-06-30 | $8.1M | 162k | 50.31 |
| 2025-03-31 | $4.1M | 81k | 50.33 |
| 2024-12-31 | $4.3M | 85k | 50.32 |
| 2024-09-30 | $4.2M | 83k | 50.22 |
More positions owned by Kovitz Investment Group Partners
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Top funds holding Wisdomtree Floating Rate Treasury Fund
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