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Wisdomtree Floating Rate Treasury Fund shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services 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 Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $568k 11k 50.34

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Top funds holding Wisdomtree Floating Rate Treasury Fund

LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Wells Fargo & Company
Ameriprise Financial
Serenus Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Howard Capital Management
Private Advisor
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund