Wisdomtree Floating Rate Treasury Fund shares owned by LPL Financial
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $718M | 14M | 50.27 |
| 2025-06-30 | $784M | 16M | 50.31 |
| 2025-03-31 | $644M | 13M | 50.33 |
| 2024-12-31 | $634M | 13M | 50.32 |
| 2024-09-30 | $648M | 13M | 50.22 |
| 2024-06-30 | $659M | 13M | 50.31 |
| 2024-03-31 | $655M | 13M | 50.29 |
| 2023-09-30 | $586M | 12M | 50.32 |
| 2023-06-30 | $489M | 9.7M | 50.32 |
| 2023-03-31 | $443M | 8.8M | 50.27 |
| 2022-12-31 | $389M | 7.7M | 50.27 |
| 2022-09-30 | $306M | 6.1M | 50.28 |
| 2022-06-30 | $168M | 3.3M | 50.33 |
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