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Wisdomtree Floating Rate Treasury Fund shares owned by IFG Advisory

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

Historical chart of IFG Advisory investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by IFG Advisory 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 IFG Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 206k 50.22
2024-06-30 $9.9M 196k 50.31
2024-03-31 $9.9M 197k 50.29
2023-12-31 $9.7M 194k 50.24
2023-09-30 $7.0M 140k 50.32
2023-06-30 $6.2M 124k 50.32
2023-03-31 $2.3M 47k 50.27
2022-12-31 $1.8M 36k 50.24
2022-09-30 $1.4M 29k 50.27
2022-06-30 $1.4M 29k 50.30

More positions owned by IFG Advisory

Vanguard Total MF Closed and MF Open (VTI)
Vanguard S&p MF Closed and MF Open (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Proshares Trust MF Closed and MF Open (NOBL)
Apple Common Stock (AAPL)
Dimensional Us MF Closed and MF Open (DFAC)
First Trust MF Closed and MF Open (FTCS)
Vanguard High MF Closed and MF Open (VYM)
Invesco Russell MF Closed and MF Open (OMFL)
Spdr Portfolio MF Closed and MF Open (SPLG)
First Trust MF Closed and MF Open (FVD)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)
Ishares Core MF Closed and MF Open (DIVB)

View all positions for IFG Advisory

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