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Wisdomtree Floating Rate Treasury Fund shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.0M 118k 50.35
2026-03-31 $7.5M 148k 50.34
2025-12-31 $4.3M 85k 50.32
2025-09-30 $569k 11k 50.27
2025-06-30 $573k 11k 50.31
2025-03-31 $573k 11k 50.33
2024-12-31 $499k 9.9k 50.32

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Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Raymond James Financial
BIP Wealth
UBS Group
3EDGE Asset Management
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Morton Capital Management
Royal Bank of Canada
HighTower Advisors
Serenus Wealth Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund