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Wisdomtree Floating Rate Treasury Fund shares owned by Curran Financial Partners

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

Historical chart of Curran Financial 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 Curran Financial 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 Curran Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 127k 50.22
2024-06-30 $13M 250k 50.31
2024-03-31 $11M 216k 50.29
2023-12-31 $8.6M 170k 50.42

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View all positions for Curran Financial Partners

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