Atticus Wealth Management »

Wisdomtree Floating Rate Treasury Fund shares owned by Atticus Wealth Management

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

Historical chart of Atticus 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 Atticus 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 Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $170k 3.4k 50.29
2023-12-31 $975k 19k 50.24
2023-09-30 $22M 437k 50.32
2023-06-30 $23M 452k 50.32
2023-03-31 $23M 458k 50.27

More positions owned by Atticus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Atticus Wealth Management

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

View all funds holding Wisdomtree Floating Rate Treasury Fund