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Wisdomtree Floating Rate Treasury Fund shares owned by DHK Financial Advisors

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

Historical chart of DHK Financial Advisors 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 DHK Financial Advisors 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 DHK Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $502k 10k 50.24
2023-09-30 $503k 10k 50.32
2023-06-30 $503k 10k 50.32

More positions owned by DHK Financial Advisors

Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Frontier And Sel (FM)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Franklin Templeton Etf Tr Franklin India (FLIN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard World Utilities Etf (VPU)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for DHK Financial Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund