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Wisdomtree Floating Rate Treasury Fund shares owned by CWM Advisors

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

Historical chart of CWM Advisors 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 CWM Advisors 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 CWM Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $18M 363k 50.29
2023-12-31 $15M 296k 50.24
2023-09-30 $16M 309k 50.32
2023-06-30 $23M 452k 50.32
2023-03-31 $57M 1.1M 50.27
2022-12-31 $50M 999k 50.27
2022-09-30 $48M 952k 50.28
2022-06-30 $89M 1.8M 50.33

More positions owned by CWM Advisors

Caterpillar (CAT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Intuitive Surgical Com New (ISRG)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Progressive Corporation (PGR)
Prologis (PLD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Kla Corp Com New (KLAC)
Arista Networks (ANET)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Synopsys (SNPS)
Amphenol Corp Cl A (APH)
Schlumberger Com Stk (SLB)
Cintas Corporation (CTAS)

View all positions for CWM Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
BIP Wealth
Richard Bernstein Advisors
Captrust Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
HighTower Advisors
Signature Estate and Investment Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund