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Wisdomtree Floating Rate Treasury Fund shares owned by Aspetuck Financial Management

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

Historical chart of Aspetuck Financial 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 Aspetuck Financial Management 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 Aspetuck Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 69k 50.27
2025-06-30 $3.7M 74k 50.31
2025-03-31 $3.9M 78k 50.33
2024-12-31 $4.1M 81k 50.32

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Wisdomtree Tr Loatng Rat Trea (USFR)
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View all positions for Aspetuck Financial Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund