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Wisdomtree Floating Rate Treasury Fund shares owned by Bridgeworth

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

Historical chart of Bridgeworth 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 Bridgeworth 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 Bridgeworth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 36k 50.24
2023-09-30 $1.9M 38k 50.32
2023-06-30 $1.5M 30k 50.32
2023-03-31 $1.5M 30k 50.27
2022-12-31 $1.6M 31k 50.27
2022-09-30 $1.6M 31k 50.27
2022-06-30 $2.1M 41k 50.32

More positions owned by Bridgeworth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Leuthold Fds Core Etf (LCR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Bridgeworth

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund