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Wisdomtree Floating Rate Treasury Fund shares owned by FDx Advisors

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

Historical chart of FDx Advisors 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 FDx Advisors 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 FDx Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.7M 73k 50.32
2023-06-30 $3.9M 77k 50.32
2023-03-31 $5.5M 108k 50.27
2022-12-31 $5.5M 108k 50.27
2022-09-30 $5.1M 101k 50.28
2022-06-30 $4.9M 96k 50.33
2022-03-31 $223k 4.4k 50.37

More positions owned by FDx Advisors

Vanguard Bd Index Fds Total Bnd Mrkt Etf (BND)
Ishares Tr Core Msci Intl Etf (IDEV)
Ishares Tr Rus 1000 Grw Etf Etf (IWF)
Ishares Inc Core Msci Emkt Etp (IEMG)
Schwab Strategic Tr Us Tips Etf Etf (SCHP)
Ishares Tr Rus 1000 Val Etf Etf (IWD)
Ishares Tr Mbs Etf Etf (MBB)
Ishares Tr Core S P Scp Etf Etf (IJR)
Ishares Tr Core Us Aggbd Et Etf (AGG)
Spdr Series Trust Prtflo S P500 Gw Etf (SPYG)
Ishares Tr Core S P500 Etf Etf (IVV)
J P Morgan Exchange Traded F Us Qualty Fctr Etf (JQUA)
Ishares Tr Core Msci Eafe Etf (IEFA)
Vanguard World Fd Mega Cap Index Etf (MGC)
Spdr Series Trust Portfolio Intrmd Etf (SPIB)

View all positions for FDx Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
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
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund