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Wisdomtree Floating Rate Treasury Fund shares owned by Copley Financial Group

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

Historical chart of Copley Financial Group 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 Copley Financial Group 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 Copley Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9k 198 50.22

More positions owned by Copley Financial Group

Spdr Ser Tr Portfolio Agrgte (SPAB)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
World Gold Tr Spdr Gld Minis (GLDM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Innovator Etfs Trust Gradient Tactic (IGTR)
Vaneck Etf Trust Inflation Alloca (RAAX)
Pacer Fds Tr Pacer Us Small (CALF)
Pacer Fds Tr Emrg Mkt Cash (ECOW)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Copley Financial Group

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