Glassman Wealth Services »

Wisdomtree Floating Rate Treasury Fund shares owned by Glassman Wealth Services

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

Historical chart of Glassman Wealth Services 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 Glassman Wealth Services 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 Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 4.5k 50.32

More positions owned by Glassman Wealth Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Snap-on Incorporated (SNA)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Glassman Wealth Services

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Serenus Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund