Hollencrest Securities »

Wisdomtree Floating Rate Treasury Fund shares owned by Hollencrest Securities

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

Historical chart of Hollencrest Securities 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 Hollencrest Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Hollencrest Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 24k 50.22
2024-03-31 $274k 5.5k 50.29
2023-12-31 $1.2M 24k 50.24
2023-09-30 $1.2M 23k 50.32

More positions owned by Hollencrest Securities

Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Invesco Nasdaq 100 Etf Etf (QQQM)
Unitedhealth Group Stock (UNH)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Costco Whsl Corp Stock (COST)
Microsoft Corp Stock (MSFT)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
United Parcel Service Inc Cl B Stock (UPS)
Ishares Core S&p 500 Etf Etf (IVV)
Technology Select Sector Spdr Fund Etf (XLK)
Home Depot Stock (HD)

View all positions for Hollencrest Securities

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund