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Wisdomtree Floating Rate Treasury Fund shares owned by Umb Bank N A

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Umb Bank N A from 13F filings

Historical chart of Umb Bank N A 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 Umb Bank N A 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 Umb Bank N A

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 35k 50.29
2023-12-31 $3.0M 60k 50.24
2023-09-30 $9.7M 194k 50.32
2023-06-30 $12M 245k 50.32

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Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
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
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund