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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

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Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Richard Bernstein Advisors
Captrust Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates

View all funds holding Wisdomtree Floating Rate Treasury Fund