Wisdomtree Floating Rate Treasury Fund shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $498k | 9.9k | 50.24 |
| 2023-09-30 | $508k | 10k | 50.32 |
| 2023-06-30 | $664k | 13k | 50.32 |
| 2023-03-31 | $673k | 13k | 50.27 |
| 2022-12-31 | $599k | 12k | 50.27 |
| 2022-09-30 | $296k | 5.9k | 50.36 |
| 2022-06-30 | $589k | 12k | 50.29 |
| 2022-03-31 | $589k | 12k | 50.30 |
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