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Wisdomtree Floating Rate Treasury Fund shares owned by AE Wealth Management

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

Historical chart of AE Wealth 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 AE Wealth 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $29M 568k 50.23
2023-09-30 $39M 768k 50.32
2023-06-30 $36M 713k 50.32
2023-03-31 $30M 602k 50.27
2022-12-31 $24M 481k 50.27
2022-09-30 $21M 420k 50.28
2022-06-30 $22M 434k 50.33

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View all positions for AE Wealth Management

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