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Wisdomtree Floating Rate Treasury Fund shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital Advisory 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 Elevation Capital Advisory 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.8M 116k 50.32

More positions owned by Elevation Capital Advisory

Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Global X Fds Conscious Cos (KRMA)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Elevation Capital Advisory

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund