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Wisdomtree Floating Rate Treasury Fund shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $45M 903k 50.22
2024-06-30 $9.4M 186k 50.29
2024-03-31 $9.4M 186k 50.29

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Morgan Stanley
Summit Trail Advisors
Jpmorgan Chase & Co
LPL Financial
BIP Wealth
Captrust Financial Advisors
Richard Bernstein Advisors
Wells Fargo & Company
Royal Bank of Canada
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Camden Capital
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund