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Wisdomtree Floating Rate Treasury Fund shares owned by Centaurus Financial

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

Historical chart of Centaurus Financial 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 Centaurus Financial 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 Centaurus Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.3M 185k 50.24
2023-09-30 $8.1M 161k 50.32
2023-06-30 $6.8M 136k 50.32
2023-03-31 $5.9M 118k 50.27
2022-12-31 $5.0M 100k 50.27
2022-09-30 $2.5M 50k 50.27
2022-06-30 $2.1M 41k 50.33

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View all positions for Centaurus Financial

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
Signature Estate and Investment Advisors
Private Advisor
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund