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Wisdomtree Floating Rate Treasury Fund shares owned by Avaii Wealth Management

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

Historical chart of Avaii 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 Avaii Wealth 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 Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 49k 50.29
2023-12-31 $2.0M 39k 50.24
2023-09-30 $2.4M 49k 50.32
2023-06-30 $1.2M 23k 50.32

More positions owned by Avaii Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Equal Weite (EUSA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Blackrock Ultra (ICSH)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Micro Devices (AMD)
Ishares Tr Latn Amer 40 Etf (ILF)

View all positions for Avaii 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