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Wisdomtree Floating Rate Treasury Fund shares owned by Life Line Wealth Management

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

Historical chart of Life Line 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 Life Line 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 Life Line Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $610k 12k 50.27
2025-06-30 $604k 12k 50.31
2025-03-31 $598k 12k 50.33
2024-12-31 $592k 12k 50.32
2024-09-30 $584k 12k 50.22
2024-06-30 $577k 12k 50.31
2024-03-31 $591k 12k 50.29
2023-12-31 $942k 19k 50.24