Wisdomtree Floating Rate Treasury Fund shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 55k | 50.22 |
| 2024-06-30 | $19M | 374k | 50.31 |
| 2024-03-31 | $18M | 361k | 50.29 |
| 2023-12-31 | $16M | 324k | 50.24 |
| 2023-09-30 | $14M | 278k | 50.32 |
| 2023-06-30 | $1.8M | 36k | 50.32 |
| 2023-03-31 | $686k | 14k | 50.30 |
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