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Wisdomtree Floating Rate Treasury Fund shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $743k 15k 50.34

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Dimensional Etf Trust Core Fixed Incom (DFCF)
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Ishares Tr Core S&p500 Etf (IVV)
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View all positions for Essential Planning

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