Adirondack Retirement Specialists »

Wisdomtree Floating Rate Treasury Fund shares owned by Adirondack Retirement Specialists

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Adirondack Retirement Specialists from 13F filings

Historical chart of Adirondack Retirement Specialists 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 Adirondack Retirement Specialists consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Adirondack Retirement Specialists

Quarter filed Position value Share count Share price at filing
2023-09-30 $12M 242k 50.32
2023-06-30 $12M 232k 50.32
2023-03-31 $11M 212k 50.29

More positions owned by Adirondack Retirement Specialists

RBB Us Treas 3 Mnth (TBIL)
Meta Financial (CASH)
Idt Corp Cl B New (IDT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Elbit Sys Ord (ESLT)
Kkr & Co (KKR)
Xpel (XPEL)
Camping World Hldgs Cl A (CWH)
Daktronics (DAKT)
Guidewire Software (GWRE)
Moelis & Co Cl A (MC)
Shopify Cl A (SHOP)
Valero Energy Corporation (VLO)
Ban (TBBK)
Callaway Golf Company (MODG)

View all positions for Adirondack Retirement Specialists

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Serenus Wealth Advisors
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund