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Wisdomtree Floating Rate Treasury Fund shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning 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 Bernardo Wealth Planning 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 Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 80k 50.29
2023-12-31 $3.5M 69k 50.24
2023-09-30 $2.7M 54k 50.32
2023-06-30 $2.5M 51k 50.32
2023-03-31 $2.3M 46k 50.27
2022-12-31 $2.2M 44k 50.27

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)

View all positions for Bernardo Wealth Planning

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