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Wisdomtree Floating Rate Treasury Fund shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments 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 Bruce G. Allen Investments 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 Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $48k 959 50.27
2023-12-31 $134k 2.7k 50.24

More positions owned by Bruce G. Allen Investments

Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Value Etf Etf (VTV)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Physical Gold Tr Unit Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Vanguard Russell 1000 Value Etf Etf (VONV)
Apple Stock (AAPL)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Bruce G. Allen Investments

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