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Wisdomtree Floating Rate Treasury Fund shares owned by Financially in Tune

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

Historical chart of Financially in Tune 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 Financially in Tune 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 Financially in Tune

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 63k 50.32

More positions owned by Financially in Tune

Dimensional Etf Trust Internatnal Val (DFIV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Tr Esg Optimized (SUSA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)

View all positions for Financially in Tune

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Ameriprise Financial
Royal Bank of Canada
Wells Fargo & Company
Serenus Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund