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Wisdomtree Floating Rate Treasury Fund shares owned by Everstar Asset Management

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

Historical chart of Everstar 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 Everstar 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 Everstar Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 4.7k 50.22

More positions owned by Everstar Asset Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Aquestive Therapeutics (AQST)
Invesco Exchange Traded Fd T Divid Achievev (PFM)

View all positions for Everstar Asset Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund