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Wisdomtree Floating Rate Treasury Fund shares owned by BIP Alliance

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

Historical chart of BIP Alliance 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 BIP Alliance 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 BIP Alliance

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.0M 21k 50.31
2025-03-31 $2.6M 52k 50.33
2024-12-31 $4.2M 84k 50.32

More positions owned by BIP Alliance

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Vanguard Muni Bnd Tax Uie (VTEB)
Vanguard Total Bond Uie (BND)
Vanguard Extended Market Uie (VXF)
Vanguard Information Uie (VGT)
Vanguard Ftse Emerging Uie (VWO)
Vanguard Total Uie (BNDX)
Ishares Short Term Ntnl Uie (SUB)
Vag Itm-term Corporate Uie (VCIT)
Vanguard Short-term Bond Uie (BSV)
Apple (AAPL)
Vanguard Inter-term Uie (VGIT)
Spdr S&p 500 Etf Uie (SPY)
Global Payments (GPN)

View all positions for BIP Alliance

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
Morgan Stanley
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund