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Wisdomtree Floating Rate Treasury Fund shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $287k 5.7k 50.25
2024-06-30 $8.6M 171k 50.31
2024-03-31 $9.1M 181k 50.29
2023-12-31 $8.4M 167k 50.24
2023-09-30 $7.5M 149k 50.32

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Vanguard Mid-cap Etf Etf (VO)
Ishares Gold Trust Etf (IAU)

View all positions for Archetype Wealth Partners

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