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Wisdomtree Floating Rate Treasury Fund shares owned by Columbia Advisory Partners

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

Historical chart of Columbia Advisory Partners 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 Columbia Advisory Partners 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 Columbia Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 41k 50.34
2022-06-30 $604k 12k 50.30
2022-03-31 $619k 12k 50.28

More positions owned by Columbia Advisory Partners

Wisdomtree Tr Us Quality Grow (QGRW)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Ishares Tr Msci Usa Mmentm (MTUM)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Wisdomtree Tr Yield Enhanced (SHAG)
Sprott Asset Management Physical Gold An (CEF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Intl Moment (IMTM)

View all positions for Columbia Advisory Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
BIP Wealth
UBS Group
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Serenus Wealth Advisors
HighTower Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund