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Wisdomtree Floating Rate Treasury Fund shares owned by Financial & Tax Architects

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

Historical chart of Financial & Tax Architects 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 & Tax Architects 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 & Tax Architects

Quarter filed Position value Share count Share price at filing
2026-03-31 $322k 6.4k 50.34

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Vanguard Total Stock Market Etf Etf (VTI)
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Ishares Msci Eafe Etf Etf (EFA)
Ishares Core U.s. Reit Etf Etf (USRT)
State Street Spdr S&p 500 Etf Etf (SPY)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
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State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)
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Walmart Stock (WMT)
Nextera Energy Stock (NEE)
Johnson & Johnson Stock (JNJ)
Caterpillar Stock (CAT)

View all positions for Financial & Tax Architects

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
BIP Wealth
UBS Group
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Serenus Wealth Advisors
HighTower Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund