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Wisdomtree Floating Rate Treasury Fund shares owned by Argo Wealth Advisory

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

Historical chart of Argo Wealth Advisory 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 Argo Wealth Advisory 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 Argo Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3M 105k 50.32

More positions owned by Argo Wealth Advisory

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Abbvie (ABBV)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard World Inf Tech Etf (VGT)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cisco Systems (CSCO)
Costco Wholesale Corporation (COST)

View all positions for Argo Wealth Advisory

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Serenus Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund