Wisdomtree Floating Rate Treasury Fund shares owned by Wealth Management Associates
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $541k | 11k | 50.27 |
| 2025-06-30 | $466k | 9.3k | 50.31 |
| 2025-03-31 | $465k | 9.2k | 50.33 |
| 2024-12-31 | $454k | 9.0k | 50.32 |
| 2024-09-30 | $452k | 9.0k | 50.22 |
| 2024-06-30 | $261k | 5.2k | 50.31 |
| 2024-03-31 | $261k | 5.2k | 50.31 |
| 2023-12-31 | $213k | 4.2k | 50.24 |
| 2023-09-30 | $238k | 4.7k | 50.32 |
| 2023-06-30 | $238k | 4.7k | 50.32 |
| 2023-03-31 | $255k | 5.1k | 50.27 |
| 2022-12-31 | $213k | 4.2k | 50.27 |
| 2022-09-30 | $211k | 4.2k | 50.28 |
| 2022-06-30 | $211k | 4.2k | 50.33 |
| 2022-03-31 | $211k | 4.2k | 50.28 |
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