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Wisdomtree Floating Rate Treasury Fund shares owned by Hollencrest Securities

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

Historical chart of Hollencrest Securities 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 Hollencrest Securities 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 Hollencrest Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $274k 5.5k 50.29
2023-12-31 $1.2M 24k 50.24
2023-09-30 $1.2M 23k 50.32

More positions owned by Hollencrest Securities

Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Invesco Nasdaq 100 Etf Etf (QQQM)
Unitedhealth Group Stock (UNH)
Microsoft Corp Stock (MSFT)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Costco Whsl Corp Stock (COST)
United Parcel Service Inc Cl B Stock (UPS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p 500 Etf Etf (IVV)
Technology Select Sector Spdr Fund Etf (XLK)
Home Depot Stock (HD)
Salesforce Stock (CRM)

View all positions for Hollencrest Securities

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