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Wisdomtree Floating Rate Treasury Fund shares owned by Encompass More Asset Management

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

Historical chart of Encompass More Asset 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 Encompass More Asset 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 Encompass More Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $30M 599k 50.32
2024-09-30 $19M 383k 50.22

More positions owned by Encompass More Asset Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Starboard Invt Tr Adaptive Alpha (AGOX)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Advisorshares Tr Q Dynamic Growth (QPX)
Innovator Etfs Trust Us Eqty Ultra B (UOCT)
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Franklin Templeton Etf Tr Franklin Focused (FFOG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Apple (AAPL)

View all positions for Encompass More Asset Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Morgan Stanley
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
BIP Wealth
UBS Group
Raymond James Financial
Captrust Financial Advisors
Serenus Wealth Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Raymond James Financial Services Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund