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Wisdomtree Floating Rate Treasury Fund shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 4.4k 50.22
2024-06-30 $2.0B 497k 3977.75
2024-03-31 $3.0M 60k 50.29
2023-12-31 $1.8M 36k 50.24
2023-09-30 $3.3M 66k 50.32
2023-06-30 $1.6M 33k 50.32
2023-03-31 $230k 4.6k 50.27