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Wisdomtree Floating Rate Treasury Fund shares owned by Lumature Wealth Partners

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

Historical chart of Lumature Wealth Partners 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 Lumature Wealth Partners 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 Lumature Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $127k 2.5k 50.32
2023-03-31 $126k 2.5k 50.27
2022-12-31 $126k 2.5k 50.27
2022-09-30 $126k 2.5k 50.14
2022-06-30 $126k 2.5k 50.14
2022-03-31 $126k 2.5k 50.14

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View all positions for Lumature Wealth Partners

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