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Wisdomtree Floating Rate Treasury Fund shares owned by Centric Wealth Management

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

Historical chart of Centric Wealth Management 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 Centric Wealth Management 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $588k 12k 50.34
2023-12-31 $587k 12k 50.32

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Mastercard Incorporated Cl A (MA)
TJX Companies (TJX)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)

View all positions for Centric Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Serenus Wealth Advisors
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund