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Wisdomtree Floating Rate Treasury Fund shares owned by Emerald Investment Partners

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

Historical chart of Emerald Investment Partners 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 Emerald Investment Partners 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 Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 49k 50.29
2023-12-31 $1.7M 34k 50.24
2023-09-30 $407k 8.1k 50.32

More positions owned by Emerald Investment Partners

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Total Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 20+ Year Tr Bd (TLTW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Emerald Investment Partners

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
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund