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Wisdomtree Floating Rate Treasury Fund shares owned by Harbour Investments

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

Historical chart of Harbour Investments 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 Harbour Investments 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 Harbour Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 63k 50.24
2023-09-30 $3.2M 64k 50.32
2023-06-30 $2.4M 47k 50.32
2023-03-31 $2.2M 43k 50.27
2022-12-31 $3.1M 61k 50.27
2022-09-30 $1.6M 32k 50.33
2022-06-30 $1.6M 32k 50.33

More positions owned by Harbour Investments

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Procter & Gamble Company (PG)

View all positions for Harbour Investments

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