Wisdomtree Floating Rate Treasury Fund shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $544k | 11k | 50.27 |
| 2025-06-30 | $982k | 20k | 50.31 |
| 2025-03-31 | $1.1M | 23k | 50.33 |
| 2024-12-31 | $1.2M | 24k | 50.32 |
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Top funds holding Wisdomtree Floating Rate Treasury Fund
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