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Wisdomtree Floating Rate Treasury Fund shares owned by Prestige Wealth Management Group

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Prestige Wealth Management Group from 13F filings

Historical chart of Prestige Wealth Management Group 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 Prestige Wealth Management Group 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 Prestige Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 56k 50.22
2024-06-30 $3.5M 70k 50.31
2024-03-31 $3.5M 70k 50.29
2023-12-31 $4.7M 93k 50.24
2023-09-30 $4.4M 87k 50.32
2023-06-30 $27M 528k 50.32
2023-03-31 $25M 492k 50.27
2022-12-31 $15M 288k 50.27
2022-09-30 $13M 265k 50.28
2022-06-30 $13M 248k 50.33
2022-03-31 $11M 221k 50.28