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Wisdomtree Floating Rate Treasury Fund shares owned by Avestar Capital

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

Historical chart of Avestar Capital 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 Avestar Capital 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 Avestar Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $18M 355k 50.31
2024-03-31 $17M 336k 50.29
2023-12-31 $25M 506k 50.24
2023-09-30 $6.8M 135k 50.32
2023-06-30 $7.4M 146k 50.32
2023-03-31 $4.5M 89k 50.27

More positions owned by Avestar Capital

Alphabet Cap Stk Cl C Put Option (GOOG)
Apple Call Option (AAPL)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Microsoft Corporation Call Option (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Blackrock Ultra (ICSH)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Arista Networks (ANET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Powershares Actively Managed Ultra Shrt Dur (GSY)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Avestar Capital

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund