Centric Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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)
Eli Lilly & Co. (LLY)
Wisdomtree Tr Futre Strat Fd (WTMF)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Globe Life
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Atkore Intl (ATKR)

View all positions for Centric Wealth Management

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