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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
2024-03-31 $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

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

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
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund