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Wisdomtree Floating Rate Treasury Fund shares owned by Authentikos Wealth Advisory

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

Historical chart of Authentikos 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 Authentikos 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 Authentikos Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 21k 50.29
2023-12-31 $964k 19k 50.24
2023-09-30 $1.5M 29k 50.32
2023-06-30 $1.6M 31k 50.32
2023-03-31 $487k 9.7k 50.27

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Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
Ishares Tr Core Sp500 Etf (IVV)
Innovator Etfs Trust Us Equity Accele (XDSQ)
Tidal Etf Tr Zega Buy And Hed (ZHDG)
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First Tr Exchange Traded Mngd Futrs Strgy (FMF)
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)
Pimco Etf Tr Ultra Short Govt (BILZ)
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
First Tr Exch Traded Fd Iii Lng Sht Equity (FTLS)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)

View all positions for Authentikos Wealth Advisory

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
BIP Wealth
Richard Bernstein Advisors
Captrust Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
HighTower Advisors
Signature Estate and Investment Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund