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Wisdomtree Floating Rate Treasury Fund shares owned by Daviman Financial

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

Historical chart of Daviman Financial 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 Daviman Financial 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 Daviman Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.2M 123k 50.32

More positions owned by Daviman Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Daviman Financial

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Serenus Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund