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Wisdomtree Floating Rate Treasury Fund shares owned by Berger Financial Group

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

Historical chart of Berger Financial Group 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 Berger Financial Group 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 Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $535k 11k 50.29

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)

View all positions for Berger Financial Group

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