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Wisdomtree Floating Rate Treasury Fund shares owned by Fortress Wealth Management

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

Historical chart of Fortress Wealth Management 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 Fortress Wealth Management 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 Fortress Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 130k 50.22
2024-06-30 $8.8M 175k 50.31
2024-03-31 $9.0M 179k 50.29
2023-12-31 $8.0M 160k 50.24

More positions owned by Fortress Wealth Management

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Internatnal Val (DFIV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Intl High Profit (DIHP)
Exchange Listed Fds Tr Saba Int Rate (CEFS)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Wisdomtree Tr Floatng Rat Trea (USFR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Entrepreneurshares Series Tr Ershares Private
Pacer Fds Tr Metaurus Cap 400 (QDPL)
S&p Global (SPGI)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)

View all positions for Fortress Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund