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Wisdomtree Floating Rate Treasury Fund shares owned by Forefront Wealth Partners

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Forefront Wealth Partners from 13F filings

Historical chart of Forefront Wealth Partners 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 Forefront Wealth Partners 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 Forefront Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 43k 50.32
2025-09-30 $789k 16k 50.27

More positions owned by Forefront Wealth Partners

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Vlu (IUSV)
Amazon (AMZN)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Forefront Wealth Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund