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Wisdomtree Floating Rate Treasury Fund shares owned by Yoder Wealth Management

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

Historical chart of Yoder Wealth Management 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 Yoder Wealth Management 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 Yoder Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 106k 50.27
2025-06-30 $4.7M 94k 50.31
2025-03-31 $6.0M 119k 50.33
2024-12-31 $6.1M 122k 50.32
2024-09-30 $6.6M 132k 50.22
2024-06-30 $7.0M 138k 50.31
2024-03-31 $8.7M 173k 50.29
2023-12-31 $8.4M 168k 50.24
2023-09-30 $8.2M 163k 50.32
2023-06-30 $7.8M 155k 50.32
2023-03-31 $7.5M 148k 50.27