Fourth Dimension Wealth »

Wisdomtree Floating Rate Treasury Fund shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension Wealth 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 Fourth Dimension Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 21k 50.27
2025-06-30 $1.0M 20k 50.31
2025-03-31 $885k 18k 50.33

More positions owned by Fourth Dimension Wealth

Apple Common Stock (AAPL)
Spdr Portfolio MF Closed and MF Open (SPTM)
Technology Select MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
Spdr Intermediate MF Closed and MF Open (SPTI)
Nvidia Corp Common Stock (NVDA)
Spdr Dow MF Closed and MF Open (DIA)
Vanguard Growth MF Closed and MF Open (VUG)
Amazon Common Stock (AMZN)
Goldman Sachs MF Closed and MF Open (GSLC)
Spdr Developed MF Closed and MF Open (SPDW)
Spdr Portfolio MF Closed and MF Open (SPTS)
Invesco Qqq MF Closed and MF Open (QQQ)
Financial Select MF Closed and MF Open (XLF)
Healthcare Select MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
Morgan Stanley
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund