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Wisdomtree Floating Rate Treasury Fund shares owned by Blue Investment Partners

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

Historical chart of Blue Investment Partners 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 Blue Investment Partners 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 Blue Investment Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.9M 177k 50.31
2024-03-31 $4.4M 87k 50.29

More positions owned by Blue Investment Partners

Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Bank of America Corporation (BAC)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Alphabet Cap Stk Cl A (GOOGL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Blue Investment Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
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
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund