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Wisdomtree Floating Rate Treasury Fund shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 128k 50.22
2024-06-30 $6.0M 118k 50.31
2024-03-31 $2.7M 54k 50.29
2023-12-31 $1.5M 30k 50.24
2023-09-30 $868k 17k 50.32

More positions owned by Collaborative Wealth Managment

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Global X Fds Us Pfd Etf (PFFD)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

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