Altus Wealth Group »

Wisdomtree Floating Rate Treasury Fund shares owned by Altus Wealth Group

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

Historical chart of Altus Wealth Group 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 Altus Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $455k 9.1k 50.22
2024-06-30 $617k 12k 50.31
2024-03-31 $516k 10k 50.29

More positions owned by Altus Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Builders FirstSource (BLDR)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Altus Wealth Group

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