Joel Greenblatt - Gotham Asset Management
Holding/activity history for WisdomTree Floating Rate Treasury Fund (USFR)
← All USFR superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 26,337 | <0.01 | Add 97.78% | <0.01 | $50.31–50.48 · VW $50.38i | $1,325,805 | SEC |
| 2025 Q4 | 13,316 | <0.01 | Add 139.11% | <0.01 | $50.23–50.44 · VW $50.32i | $670,061 | SEC |
| 2025 Q3 | 5,569 | <0.01 | $50.27 | $279,954 | SEC | ||
| 2025 Q2 | 5,569 | <0.01 | Buy | <0.01 | $50.28–50.48 · VW $50.35i | $280,176 | SEC |
Price snapshot:
Current price$50.43
Avg. buy price$50.33
+/- since buy0.20%
52-week low$48.49
52-week high$50.43