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Wisdomtree Floating Rate Treasury Fund shares owned by Abacus Wealth Partners

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

Historical chart of Abacus Wealth Partners 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 Abacus Wealth Partners 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 Abacus Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $568k 11k 50.29

More positions owned by Abacus Wealth Partners

Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Dimensional Etf Trust Global Sustaina (DFSB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Tidal Etf Tr Adasina Social (JSTC)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Nushares Etf Tr Nuveen Esg Midvl (NUMV)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust International (DFSI)
Dimensional Etf Trust Emerging Markets (DFSE)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)

View all positions for Abacus Wealth Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
BIP Wealth
Richard Bernstein Advisors
Captrust Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
HighTower Advisors
Signature Estate and Investment Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund