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Wisdomtree Floating Rate Treasury Fund shares owned by Greenwich Wealth Management

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

Historical chart of Greenwich Wealth Management 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 Greenwich Wealth Management 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 Greenwich Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 87k 50.26
2023-06-30 $313k 6.2k 50.31
2023-03-31 $15M 305k 50.27
2022-12-31 $14M 275k 50.27
2022-09-30 $12M 229k 50.28

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Alphabet Inc Cap Stk CL C (GOOG)
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Coinbase Global Cl A (COIN)
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Palantir Technologies Cl A (PLTR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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View all positions for Greenwich Wealth Management

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