JT Stratford »

Wisdomtree Floating Rate Treasury Fund shares owned by JT Stratford

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

Historical chart of JT Stratford 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 JT Stratford consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by JT Stratford

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 54k 50.24
2023-09-30 $2.7M 55k 50.32

More positions owned by JT Stratford

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)
Etf Ser Solutions Aptus Enhanced (JUCY)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Johnson & Johnson (JNJ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Us Treas Bd Etf (GOVT)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for JT Stratford

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
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
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund