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Wisdomtree Floating Rate Treasury Fund shares owned by CFS Investment Advisory Services

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by CFS Investment Advisory Services from 13F filings

Historical chart of CFS Investment Advisory Services 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 CFS Investment Advisory Services 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 CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $970k 19k 50.30

More positions owned by CFS Investment Advisory Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for CFS Investment Advisory Services

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund