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Wisdomtree Floating Rate Treasury Fund shares owned by Premier Path Wealth Partners

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Premier Path Wealth Partners from 13F filings

Historical chart of Premier Path Wealth Partners 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 Premier Path Wealth Partners 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 Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 46k 50.27
2025-06-30 $2.3M 46k 50.31
2025-03-31 $2.4M 47k 50.33
2024-12-31 $2.2M 45k 50.32
2024-09-30 $2.2M 45k 50.22
2024-06-30 $2.2M 44k 50.31