Wisdomtree Floating Rate Treasury Fund shares owned by Milestone Investment Advisors
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Milestone Investment Advisors
from 13F filings
Historical chart of Milestone Investment 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 Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Milestone Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $7.7M | 153k | 50.22 |
2024-06-30 | $7.9M | 157k | 50.31 |
2024-03-31 | $9.1M | 181k | 50.29 |
2023-12-31 | $10M | 208k | 50.24 |
2023-09-30 | $15M | 298k | 50.32 |
2023-06-30 | $17M | 343k | 50.32 |
2023-03-31 | $18M | 353k | 50.27 |
2022-12-31 | $24M | 472k | 50.27 |
More positions owned by Milestone Investment Advisors
View all positions for Milestone Investment Advisors
Top funds holding Wisdomtree Floating Rate Treasury Fund
View all funds holding Wisdomtree Floating Rate Treasury Fund