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Wisdomtree Floating Rate Treasury Fund shares owned by Fortune Financial Group

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

Historical chart of Fortune Financial Group 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 Fortune Financial Group 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 Fortune Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $16M 308k 50.34

More positions owned by Fortune Financial Group

Wisdomtree Floating Rate Treasury Fund (USFR)
Invesco S&p 500 Low Volatility Etf (SPLV)
Pacer Fds Tr us cash cows 100 (COWZ)
Invesco S&p 500 High Div, Low V equities (SPHD)
Innovator Etfs Tr s&p 500 power (PJAN)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Schwab Value Advantage Money F mut (SWVXX)
Ishares Tr Msci Usa Momentum Factor (MTUM)
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Innovator Etfs Tr s&p 500 pwr bu (PDEC)
Innovator Etfs Tr s&p 500 pwretf (POCT)
Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ)
Invesco Nasdaq 100 Etf (QQQM)
Innovator Etfs Tr s&p 500 pwr (PJUL)
Spdr Ser Tr cmn (FLRN)

View all positions for Fortune Financial Group

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
BIP Wealth
UBS Group
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Serenus Wealth Advisors
HighTower Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund