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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
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

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

View all funds holding Wisdomtree Floating Rate Treasury Fund