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Wisdomtree Floating Rate Treasury Fund shares owned by Us Financial Advisors

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

Historical chart of Us Financial 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 Us Financial 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 Us Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 63k 50.24
2023-09-30 $2.6M 52k 50.32
2023-06-30 $217k 4.3k 50.32
2023-03-31 $813k 16k 50.27

More positions owned by Us Financial Advisors

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Value (VLUE)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Us Financial Advisors

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