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Wisdomtree Floating Rate Treasury Fund shares owned by Apexium Financial

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

Historical chart of Apexium Financial 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 Apexium Financial 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 Apexium Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $664k 13k 50.24
2023-09-30 $544k 11k 50.32
2023-06-30 $550k 11k 50.32
2023-03-31 $555k 11k 50.27
2022-12-31 $556k 11k 50.27
2022-09-30 $574k 11k 50.30

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View all positions for Apexium Financial

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
Raymond James Financial Services Advisors
Signature Estate and Investment Advisors
Private Advisor
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund