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Wisdomtree Floating Rate Treasury Fund shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 475k 50.24
2023-09-30 $23M 466k 50.32
2023-06-30 $27M 537k 50.32
2023-03-31 $1.7M 34k 50.27
2022-12-31 $1.5M 30k 50.27

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Wisdomtree Tr Floating Rate Treasury Etf (USFR)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Defined (DRSK)
American Centy Etf Tr Focused Lrg Cap (FLV)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Etf Ser Solutions Aptus Enhanced Yield ETF (JUCY)
Vanguard Bd Index Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for First Heartland Consultants

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund