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Wisdomtree Floating Rate Treasury Fund shares owned by Frankly Finances

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

Historical chart of Frankly Finances investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Frankly Finances 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 Frankly Finances

Quarter filed Position value Share count Share price at filing
2026-03-31 $49k 980 50.34

More positions owned by Frankly Finances

Vanguard Short-term Bond Index Fund Etf Shares (BSV)
Dimensional Us Marketwide Value Etf (DFUV)
Vanguard Intermediate-term Bond (BIV)
Dimensional International Value Etf (DFIV)
Dimensional U.s. Small Cap Etf (DFAS)
Dimensional U.s. Equity Market Etf (DFUS)
Avantis All Equity Markets Etf (AVGE)
Avantis Emerging Markets Equity Etf (AVEM)
Dimensional U.s. Targeted Value Etf (DFAT)
Avantis International Large Cap Value Etf (AVIV)
Vanguard Ftse Developed Markets Index Fund Etf (VEA)
Vanguard Total Market Index Fund Etf (VTI)
Avantis Us Large Cap Value Etf (AVLV)
Avantis International Small Cap Value Etf (AVDV)
Vanguard Real Estate Index Fund Etf Shares (VNQ)

View all positions for Frankly Finances

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