Arta Finance Wealth Management »

Wisdomtree Floating Rate Treasury Fund shares owned by Arta Finance Wealth Management

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

Historical chart of Arta Finance 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 Arta Finance Wealth Management 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 Arta Finance Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $16M 313k 50.34

More positions owned by Arta Finance Wealth Management

Spdr Series Trust State Street Spd (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr State Street Con (XLP)
Ishares Tr TRS FLT RT BD (TFLO)
Proshares Tr Pshs Ult S&p 500 (SSO)
Select Sector Spdr Tr State Street Hea (XLV)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for Arta Finance Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
BIP Wealth
UBS Group
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Serenus Wealth Advisors
HighTower Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund