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Wisdomtree Floating Rate Treasury Fund shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors 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 Fortis Group Advisors 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.9M 157k 50.22
2024-06-30 $7.9M 156k 50.31
2024-03-31 $7.8M 155k 50.29
2023-12-31 $8.9M 177k 50.27
2023-09-30 $8.9M 177k 50.27
2023-06-30 $9.8M 194k 50.32
2023-03-31 $9.7M 192k 50.32

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Ishares Tr 0-3 Mnth Treasry (SGOV)
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View all positions for Fortis Group Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund