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Wisdomtree Floating Rate Treasury Fund shares owned by Alpine Bank Wealth Management

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

Historical chart of Alpine Bank 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 Alpine Bank 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 Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $75M 1.5M 50.22

More positions owned by Alpine Bank Wealth Management

Wisdomtree Floating Rate Treasury Fund (USFR)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Simplify Exchange Traded Fun (MTBA)
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Invesco Exchng Traded Fd Tr (IDMO)
Janus Detroit Str Tr (JAAA)
Ishares Tr usa min vo (USMV)
Vanguard Growth ETF (VUG)
iShares S&P 500 Index (IVV)
iShares S&P MidCap 400 Index (IJH)
iShares Russell 2000 Index (IWM)
Colgate-Palmolive Company (CL)
Wells Fargo & Company (WFC)
iShares S&P 500 Growth Index (IVW)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Alpine Bank Wealth Management

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