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Wisdomtree Floating Rate Treasury Fund shares owned by Change Path

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

Historical chart of Change Path 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 Change Path 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 Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 267k 50.24
2023-09-30 $15M 294k 50.32
2023-06-30 $613k 12k 50.35
2023-03-31 $3.2M 63k 50.27
2022-12-31 $3.5M 70k 50.28
2022-09-30 $3.1M 63k 50.29
2022-06-30 $993k 20k 50.77

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View all positions for Change Path

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