Wisdomtree Floating Rate Treasury Fund shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $230k | 4.6k | 50.25 |
| 2023-09-30 | $737k | 15k | 50.32 |
| 2023-06-30 | $561k | 11k | 50.32 |
| 2023-03-31 | $1.6M | 31k | 50.27 |
| 2022-12-31 | $3.2M | 63k | 50.27 |
| 2022-09-30 | $4.7M | 94k | 50.29 |
| 2022-06-30 | $4.9M | 97k | 50.33 |
| 2022-03-31 | $760k | 15k | 50.24 |
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