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Wisdomtree Floating Rate Treasury Fund shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.9M 58k 50.44

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Tr Eq Bu Etf (TRIO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Core Investment (FTCB)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
NVIDIA Corporation Put Option (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)

View all positions for Evergreen Wealth Solutions

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Raymond James Financial
BIP Wealth
UBS Group
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
HighTower Advisors
Serenus Wealth Advisors
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund