Blue Investment Partners »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Blue Investment Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $19M 374k 50.31
2025-03-31 $14M 275k 50.33
2024-12-31 $13M 249k 50.32
2024-09-30 $11M 222k 50.22
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)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core Msci Intl (IDEV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Income Etf (JPIE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Bank of America Corporation (BAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Blue Investment Partners

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