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Wisdomtree Floating Rate Treasury Fund shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment 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 Regal Investment 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $809k 16k 50.32
2023-06-30 $643k 13k 50.32
2023-03-31 $593k 12k 50.27
2022-12-31 $519k 10k 50.27

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Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
LPL Financial
UBS Group
BIP Wealth
Richard Bernstein Advisors
Captrust Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates

View all funds holding Wisdomtree Floating Rate Treasury Fund