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Wisdomtree Floating Rate Treasury Fund shares owned by GM Advisory

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

Historical chart of GM Advisory 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 GM Advisory 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 GM Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $353k 7.0k 50.27

More positions owned by GM Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
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Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 3000 Etf (IWV)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Apple (AAPL)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishares Semicdtr (SOXX)
Microsoft Corporation (MSFT)

View all positions for GM Advisory

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