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Wisdomtree Floating Rate Treasury Fund shares owned by Fortitude Family Office

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office 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 Fortitude Family Office 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 Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 84k 50.22
2024-06-30 $3.8M 77k 50.31
2024-03-31 $8.1M 160k 50.29
2023-12-31 $5.7M 114k 50.24

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Tips Bond Etf Etf (TIP)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Kkr & Co Stock (KKR)

View all positions for Fortitude Family Office

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund