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Wisdomtree Floating Rate Treasury Fund shares owned by Summa Corp.

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

Historical chart of Summa Corp. investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Summa Corp. 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 Summa Corp.

Quarter filed Position value Share count Share price at filing
2024-03-31 $239k 4.8k 50.29
2023-12-31 $239k 4.8k 50.24

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Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
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Wells Fargo & Company
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HighTower Advisors
Signature Estate and Investment Advisors

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