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Wisdomtree Floating Rate Treasury Fund shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth 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 Prevail Innovative Wealth 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 Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.7M 152k 50.29
2023-09-30 $9.5M 189k 50.32
2023-06-30 $498k 9.9k 50.32