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Wisdomtree Floating Rate Treasury Fund shares owned by Eagle Strategies

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

Historical chart of Eagle Strategies 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 Eagle Strategies 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 Eagle Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 240k 50.22
2023-12-31 $6.9M 137k 50.24

More positions owned by Eagle Strategies

Spdr Ser Tr Portfolio S&p500 (SPLG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Div Grwth (DGRO)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Global X Fds Global X Uranium (URA)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Eagle Strategies

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