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Wisdomtree Floating Rate Treasury Fund shares owned by Financial Security Advisor

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

Historical chart of Financial Security Advisor 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 Financial Security Advisor 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 Financial Security Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 298k 50.22
2024-06-30 $15M 288k 50.31
2024-03-31 $13M 257k 50.29
2023-12-31 $10M 201k 50.24
2023-09-30 $746k 15k 50.32

More positions owned by Financial Security Advisor

NEOS Enhanced Income Credit Select ETF Exchange Traded Fund
Capital Group Growth ETF Exchange Traded Fund (CGGR)
Invesco S&P 500 Pure Growth ETF Exchange Traded Fund (RPG)
SPDR Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)
Berkshire Hathaway Inc Class B Common Stock (BRK.B)
WisdomTree Floating Rate Treasury Fund Exchange Traded Fund (USFR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Johnson & Johnson Common Stock (JNJ)
SPDR S&P 600 Small Cap Growth ETF Exchange Traded Fund (SLYG)
Alphabet Inc Class A Common Stock (GOOGL)
Altria Group Common Stock (MO)
T. Rowe Price Capital Apprec Eq ETF Exchange Traded Fund (TCAF)
Exxon Mobil Corp Common Stock (XOM)

View all positions for Financial Security Advisor

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