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Wisdomtree Floating Rate Treasury Fund shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 45k 50.24
2023-09-30 $2.4M 47k 50.32
2023-06-30 $2.4M 312k 7.71
2023-03-31 $2.5M 71k 36.05
2022-12-31 $374k 7.4k 50.27

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Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
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Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

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