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Wisdomtree Floating Rate Treasury Fund shares owned by Downshift Financial

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

Historical chart of Downshift 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 Downshift 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 Downshift Financial

Quarter filed Position value Share count Share price at filing
2026-09-30 $20k 405 50.35

More positions owned by Downshift Financial

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mrngstr Lrg Cap (VV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Series Trust St Inter Etf (SPTI)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Downshift Financial

Top funds holding Wisdomtree Floating Rate Treasury Fund

LPL Financial
Bank of America Corporation
Summit Trail Advisors
NewEdge Wealth
Raymond James Financial
BIP Wealth
UBS Group
3EDGE Asset Management
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Morton Capital Management
Royal Bank of Canada
HighTower Advisors
Serenus Wealth Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund