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Wisdomtree Floating Rate Treasury Fund shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon 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 Walkner Condon 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 Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 38k 50.29
2023-12-31 $2.7M 54k 50.24
2023-09-30 $3.2M 63k 50.32
2023-06-30 $2.7M 54k 50.32
2023-03-31 $1.1M 22k 50.27

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)

View all positions for Walkner Condon 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