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Wisdomtree Floating Rate Treasury Fund shares owned by Bridge Advisory

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

Historical chart of Bridge Advisory 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 Bridge Advisory 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 Bridge Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $749k 15k 50.24
2023-09-30 $11M 226k 50.32
2023-06-30 $11M 227k 50.32
2023-03-31 $9.6M 190k 50.27
2022-12-31 $7.8M 156k 50.27

More positions owned by Bridge Advisory

Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Ishares Tr Short Treas Bd (SHV)
Sprott Physical Gold Tr Unit (PHYS)
Sprott Physical Silver Tr Tr Unit (PSLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Proshares Tr K1 Fre Crd Oil (OILK)

View all positions for Bridge Advisory

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
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
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund