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Wisdomtree Floating Rate Treasury Fund shares owned by Fig Financial Advisory Services

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Fig Financial Advisory Services from 13F filings

Historical chart of Fig Financial Advisory Services 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 Fig Financial Advisory Services 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 Fig Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $557k 11k 50.39

More positions owned by Fig Financial Advisory Services

Tidal Trust Ii Even Herd Lng Sh (EHLS)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Trust For Professional Man Convergence Lng (CLSE)
Ssga Active Tr St Str Black Etf (HYBL)
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)
Tidal Trust I Foli Al Rate Etf (RISR)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Global X Fds Msci Supdiv Ea (EFAS)
Uscf Etf Tr Summerhaven K1 (SDCI)
Ishares Msci Singpor Etf (EWS)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)

View all positions for Fig Financial Advisory Services

Top funds holding Wisdomtree Floating Rate Treasury Fund

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
Mission Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund