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Wisdomtree Floating Rate Treasury Fund shares owned by Advisor OS

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

Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2023-12-31 $203k 4.0k 50.23
2023-03-31 $864k 17k 50.27
2022-12-31 $1.1M 22k 50.27
2022-09-30 $752k 15k 50.30
2022-06-30 $609k 12k 50.35

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View all positions for Advisor OS

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
Signature Estate and Investment Advisors
Private Advisor
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund