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Wisdomtree Floating Rate Treasury Fund shares owned by DeLarme Wealth Management

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

Historical chart of DeLarme Wealth Management 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 DeLarme Wealth Management 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 DeLarme Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $240k 4.8k 50.32

More positions owned by DeLarme Wealth Management

Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares U S Etf Tr Short Maturity M (MEAR)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
Ishares Tr Broad Usd High (USHY)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for DeLarme Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund