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Wisdomtree Floating Rate Treasury Fund shares owned by Apella Capital

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

Historical chart of Apella Capital 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 Apella Capital 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 Apella Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 27k 50.38
2023-12-31 $1.4M 28k 50.29
2023-09-30 $1.8M 35k 50.32
2023-06-30 $1.8M 35k 50.32
2022-12-31 $1.8M 36k 50.27
2022-09-30 $1.9M 37k 50.29
2022-06-30 $1.9M 38k 50.34

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Etf (DFUS)

View all positions for Apella Capital

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