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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
2023-12-31 $8.6M 170k 50.42

More positions owned by Curran Financial Partners

Tidal Etf Tr God Bless Amer (YALL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Vanguard World Fds Inf Tech Etf (VGT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds Glb X Mlp Enrg I (MLPX)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Conser Alloc Etf (AOK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Curran Financial Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Signature Estate and Investment Advisors
Private Advisor
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund