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Wisdomtree Floating Rate Treasury Fund shares owned by Cardiff Park Advisors

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

Historical chart of Cardiff Park Advisors 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 Cardiff Park Advisors 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 Cardiff Park Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $196k 3.9k 50.33
2024-12-31 $194k 3.9k 50.32

More positions owned by Cardiff Park Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Oklo Com Cl A (OKLO)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for Cardiff Park Advisors

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