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Wisdomtree Floating Rate Treasury Fund shares owned by Security Financial Services

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

Historical chart of Security Financial Services 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 Security Financial Services 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 Security Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 46k 50.29
2023-12-31 $2.3M 46k 50.24
2023-09-30 $2.2M 45k 50.32

More positions owned by Security Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U.s. Tech Etf (IYW)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Security Financial Services

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Richard Bernstein Advisors
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

View all funds holding Wisdomtree Floating Rate Treasury Fund