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Wisdomtree Floating Rate Treasury Fund shares owned by Security Financial Services

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Security Financial Services from 13F filings

Historical chart of Security Financial Services 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 Security Financial Services 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 Security Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 44k 50.22
2024-06-30 $2.1M 41k 50.31
2024-03-31 $2.3M 46k 50.29
2023-12-31 $2.3M 46k 50.24
2023-09-30 $2.2M 45k 50.32