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Wisdomtree Floating Rate Treasury Fund shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors investment in Wisdomtree Floating Rate Treasury Fund

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001216.863k216.8635k216.864k216.8645k216.865k43084,308.543094,309.54310
Value ($)Share countHistorical USFR position of HCR Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Wisdomtree Floating Rate Treasury Fund held by HCR Wealth Advisors 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $217k 4.3k 50.33

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View all positions for HCR Wealth Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Morgan Stanley
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
BIP Wealth
Captrust Financial Advisors
Serenus Wealth Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
HighTower Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund