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Wisdomtree Floating Rate Treasury Fund shares owned by Advyzon Investment Management

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

Historical chart of Advyzon Investment Management 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 Advyzon Investment Management 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 Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 30k 50.27
2025-06-30 $1.6M 32k 50.31
2025-03-31 $1.7M 35k 50.33
2024-12-31 $1.9M 38k 50.32

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Top funds holding Wisdomtree Floating Rate Treasury Fund

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