Global Wealth Strategies & Associates »

Wisdomtree Floating Rate Treasury Fund shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.1M 42k 50.32
2024-09-30 $7.4M 147k 50.22
2024-06-30 $7.1M 142k 50.31
2024-03-31 $6.8M 136k 50.29
2023-12-31 $6.0M 119k 50.24

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Russell 2000 Etf Etf (VTWO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Apple Stock (AAPL)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Global Wealth Strategies & Associates

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