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Wisdomtree Floating Rate Treasury Fund shares owned by Founders Financial Alliance

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

Historical chart of Founders Financial Alliance 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 Founders Financial Alliance 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 Founders Financial Alliance

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 31k 50.22
2024-06-30 $848k 17k 50.31

More positions owned by Founders Financial Alliance

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Energy (XLE)
Duke Energy Corp Com New (DUK)
Amazon (AMZN)
First Ban (FBNC)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p400 (SPMD)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Founders Financial Alliance

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Serenus Wealth Advisors
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund