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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

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Quarterly 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