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Wisdomtree Floating Rate Treasury Fund shares owned by Bank of Marin

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

Historical chart of Bank of Marin 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 Bank of Marin 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 Bank of Marin

Quarter filed Position value Share count Share price at filing
2024-09-30 $694k 14k 50.22
2024-06-30 $595k 12k 50.31
2024-03-31 $595k 12k 50.29
2023-12-31 $595k 12k 50.24
2023-09-30 $596k 12k 50.32
2022-12-31 $262k 5.2k 50.27
2022-09-30 $238k 4.7k 50.32
2022-06-30 $238k 4.7k 50.32

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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