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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
2024-03-31 $8.1M 160k 50.29
2023-12-31 $5.7M 114k 50.24

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Vanguard Mid-cap Etf Etf (VO)
Ishares Tips Bond Etf Etf (TIP)
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)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Kkr & Co Stock (KKR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Fortitude Family Office

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