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Wisdomtree Floating Rate Treasury Fund shares owned by Clear Rock Advisors

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

Historical chart of Clear Rock 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 Clear Rock 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 Clear Rock Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $15M 292k 50.31
2024-03-31 $18M 357k 50.29
2023-12-31 $18M 348k 50.39

More positions owned by Clear Rock Advisors

Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Us Treas Bd Etf (GOVT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Lam Research Corporation (LRCX)
Amphenol Corp Cl A (APH)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Clear Rock Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund