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Wisdomtree Floating Rate Treasury Fund shares owned by Elmwood Wealth Management

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

Historical chart of Elmwood 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 Elmwood 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 Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 88k 50.24
2023-09-30 $4.0M 79k 50.32
2023-06-30 $7.9M 158k 50.32
2023-03-31 $6.4M 128k 50.27
2022-12-31 $277k 5.5k 50.27

More positions owned by Elmwood Wealth Management

Caribou Biosciences (CRBU)
Ishares Tr Shrt Nat Mun Etf (SUB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Vaneck Etf Trust Long Muni Etf (MLN)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares U S Etf Tr Blackrock Short (MEAR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
UnitedHealth (UNH)

View all positions for Elmwood Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Signature Estate and Investment Advisors
Private Advisor
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund