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Wisdomtree Floating Rate Treasury Fund shares owned by Aire Advisors

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

Historical chart of Aire Advisors 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 Aire Advisors 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 Aire Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.5M 50k 50.31

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Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Comcast Corp Cl A (CMCSA)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Conv Bd Etf (ICVT)
Texas Roadhouse (TXRH)

View all positions for Aire Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund