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Wisdomtree Floating Rate Treasury Fund shares owned by DB Wealth Management Group

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

Historical chart of DB Wealth Management Group 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 DB Wealth Management Group 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 DB Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 45k 50.24
2023-09-30 $2.8M 56k 50.32
2023-06-30 $3.2M 63k 50.32
2023-03-31 $3.2M 64k 50.27
2022-12-31 $3.2M 64k 50.27

More positions owned by DB Wealth Management Group

SPDR S&P Etf (SPY)
Ishares Msci Etf (EFA)
Capital Group Etf (CGDV)
Vanguard Total Etf (VTI)
Ishares Core Etf (IJH)
Ishares Morningstar Etf (ILCG)
Wisdomtree Defa Etf (DWM)
First Trust Etf (FV)
Invesco Qqq Etf (QQQ)
Invesco S&p Etf (RSP)
Wisdomtree U S Etf (DON)
Ishares Short Etf (SHV)
Spdr Blackstone Etf (SRLN)
Ishares Core Etf (IJR)
Spdr Bloomberg Etf (BILS)

View all positions for DB Wealth Management Group

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund