Wisdomtree Floating Rate Treasury Fund shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $35M | 693k | 50.22 |
| 2024-06-30 | $33M | 657k | 50.31 |
| 2024-03-31 | $37M | 739k | 50.29 |
| 2023-12-31 | $41M | 822k | 50.24 |
| 2023-09-30 | $39M | 764k | 50.32 |
| 2023-06-30 | $33M | 651k | 50.32 |
| 2023-03-31 | $35M | 704k | 50.27 |
| 2022-12-31 | $36M | 719k | 50.27 |
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