Wisdomtree Floating Rate Treasury Fund shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $749k | 15k | 50.22 |
2024-06-30 | $767k | 15k | 50.31 |
2024-03-31 | $323k | 6.4k | 50.29 |
2022-12-31 | $301k | 6.0k | 50.27 |
2022-09-30 | $290k | 5.8k | 50.27 |
2022-06-30 | $277k | 5.5k | 50.35 |
2022-03-31 | $520k | 10k | 50.26 |
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