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Wisdomtree Floating Rate Treasury Fund shares owned by Laurel Wealth Advisors

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

Historical chart of Laurel Wealth Advisors 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 Laurel Wealth Advisors 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 Laurel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8M 136k 50.29
2023-09-30 $6.0M 119k 50.32
2023-06-30 $5.4M 107k 50.32
2023-03-31 $5.0M 99k 50.27
2022-12-31 $4.4M 87k 50.27
2022-09-30 $1.7M 34k 50.28
2022-06-30 $1.1M 23k 50.31
2022-03-31 $612k 12k 50.27