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Wisdomtree Floating Rate Treasury Fund shares owned by Weaver Consulting Group

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Weaver Consulting Group from 13F filings

Historical chart of Weaver Consulting Group 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 Weaver Consulting Group 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 Weaver Consulting Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $488k 9.7k 50.29
2023-12-31 $485k 9.7k 50.24
2023-09-30 $489k 9.7k 50.32
2023-06-30 $446k 8.9k 50.32
2023-03-31 $253k 5.0k 50.27

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Ishares Tr Modert Alloc Etf (AOM)
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Ishares Tr Short Treas Bd (SHV)
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Grwt Allocat Etf (AOR)
Listed Fd Tr Trueshares Struc (AUGZ)

View all positions for Weaver Consulting Group

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Bank of America Corporation
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
BIP Wealth
Richard Bernstein Advisors
Captrust Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
HighTower Advisors
Signature Estate and Investment Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund