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Wisdomtree Floating Rate Treasury Fund shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.4M 167k 50.32
2024-09-30 $7.6M 151k 50.22
2024-06-30 $6.5M 129k 50.31
2024-03-31 $6.5M 130k 50.29
2023-12-31 $6.7M 133k 50.24
2023-09-30 $80M 1.6M 50.32

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View all positions for HPM Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund