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Wisdomtree Floating Rate Treasury Fund shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 43k 50.31