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Wisdomtree Floating Rate Treasury Fund shares owned by Blueprint Investment Partners

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

Historical chart of Blueprint 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 Blueprint 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 Blueprint Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $544k 11k 50.27
2025-03-31 $1.1M 23k 50.33
2024-12-31 $1.2M 24k 50.32
2024-09-30 $500k 10k 50.22

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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First Tr Exchange-traded A Sml Cap Val Alph (FYT)

View all positions for Blueprint 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