Wisdomtree Floating Rate Treasury Fund shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private Wealth Strategies investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $72M | 1.4M | 50.31 |
| 2024-03-31 | $70M | 1.4M | 50.29 |
| 2023-12-31 | $65M | 1.3M | 50.24 |
| 2023-09-30 | $63M | 1.3M | 50.32 |
| 2023-06-30 | $59M | 1.2M | 50.32 |
| 2023-03-31 | $59M | 1.2M | 50.27 |
| 2022-12-31 | $57M | 1.1M | 50.27 |
| 2022-09-30 | $56M | 1.1M | 50.27 |
| 2022-06-30 | $7.1M | 140k | 50.31 |
| 2022-03-31 | $1.3M | 26k | 49.37 |
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