Wisdomtree Floating Rate Treasury Fund shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 25k | 50.22 |
| 2024-06-30 | $2.2M | 43k | 50.31 |
| 2024-03-31 | $2.2M | 43k | 50.29 |
| 2023-12-31 | $2.6M | 51k | 50.24 |
| 2023-09-30 | $2.8M | 56k | 50.32 |
| 2023-06-30 | $2.9M | 58k | 50.32 |
| 2023-03-31 | $3.3M | 66k | 50.27 |
| 2022-12-31 | $3.1M | 62k | 50.27 |
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