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Wisdomtree Floating Rate Treasury Fund shares owned by Ehrlich Financial Group

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

Historical chart of Ehrlich Financial 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 Ehrlich Financial 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 Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $643k 13k 50.22
2024-06-30 $1.6M 33k 50.31
2024-03-31 $1.9M 38k 50.29

More positions owned by Ehrlich Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Technology (XLK)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Ehrlich Financial 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