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Wisdomtree Floating Rate Treasury Fund shares owned by Grant/GrossMendelsohn

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

Historical chart of Grant/GrossMendelsohn 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 Grant/GrossMendelsohn 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 Grant/GrossMendelsohn

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 59k 50.38
2023-12-31 $4.0M 79k 50.23
2023-09-30 $2.8M 56k 50.32
2023-06-30 $1.4M 29k 50.42
2023-03-31 $530k 11k 50.24

More positions owned by Grant/GrossMendelsohn

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Ii Ggm Macro Alignm (GGM)
Spdr Gold Tr Gold Shs (GLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
T Rowe Price Etf Cap Appreciation (TCAF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Oracle Corporation (ORCL)
Ishares Tr Us Consm Staples (IYK)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Vanguard World Industrial Etf (VIS)

View all positions for Grant/GrossMendelsohn

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Signature Estate and Investment Advisors
Private Advisor
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund