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Wisdomtree Floating Rate Treasury Fund shares owned by Family Legacy Financial Solutions

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

Historical chart of Family Legacy Financial 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 Family Legacy Financial 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 Family Legacy Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 426k 50.27
2025-06-30 $19M 377k 50.31

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Wisdomtree Floating Rate Treasury Fund Etf (USFR)
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View all positions for Family Legacy Financial Solutions

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
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LPL Financial
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Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
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HighTower Advisors
IHT Wealth Management

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