Wisdomtree Floating Rate Treasury Fund shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.0k | 59 | 50.32 |
| 2024-09-30 | $3.0k | 59 | 50.22 |
| 2024-06-30 | $3.0k | 59 | 50.31 |
| 2024-03-31 | $3.0k | 59 | 50.29 |
| 2023-12-31 | $3.0k | 59 | 50.24 |
| 2023-09-30 | $3.0k | 59 | 50.32 |
| 2023-06-30 | $3.0k | 59 | 50.32 |
| 2023-03-31 | $3.0k | 59 | 50.27 |
| 2022-12-31 | $175k | 3.5k | 50.27 |
| 2022-09-30 | $175k | 3.5k | 50.29 |
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