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Wisdomtree Floating Rate Treasury Fund shares owned by Benchmark Financial Wealth Advisors

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

Historical chart of Benchmark Financial Wealth Advisors 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 Benchmark Financial Wealth Advisors 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 Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 24k 50.22
2022-09-30 $3.7M 73k 50.28
2022-06-30 $4.3M 86k 50.33

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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
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Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Benchmark Financial Wealth Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

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
Howard Capital Management
Envestnet Asset Management
Renaissance Technologies

View all funds holding Wisdomtree Floating Rate Treasury Fund