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Wisdomtree Floating Rate Treasury Fund shares owned by CWM

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

Historical chart of CWM 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 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

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 121k 50.29
2023-12-31 $6.2M 124k 50.24
2023-09-30 $4.0M 80k 50.32
2023-06-30 $1.0M 20k 50.33
2023-03-31 $171k 3.4k 50.37
2022-12-31 $146k 2.9k 50.43

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View all positions for CWM

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
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund