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Wisdomtree Floating Rate Treasury Fund shares owned by Significant Wealth Partners

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

Historical chart of Significant 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 Significant 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 Significant Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $922k 18k 50.29
2023-12-31 $498k 9.9k 50.24

More positions owned by Significant Wealth Partners

Sixth Street Specialty Lending (TSLX)
Orchid Is Cap Com New (ORC)
Oaktree Specialty Lending Corp (OCSL)
Cornerstone Total Rtrn Fd In (CRF)
International Seaways (INSW)
Guggenheim Strategic Opportu Com Sbi (GOF)
Dht Holdings Shs New (DHT)
Frontline (FRO)
Cornerstone Strategic Value (CLM)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Arch Resources Cl A (ARCH)
Nextera Energy Partners Com Unit Part In (NEP)
Newmont Mining Corporation (NEM)
Danaos Corporation SHS (DAC)
Nordic American Tanker Shippin (NAT)

View all positions for Significant Wealth Partners

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
Captrust Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
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