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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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 S&p MF Closed and MF Open (VOO)
Vanguard Total MF Closed and MF Open (VTI)
Invesco Qqq MF Closed and MF Open (QQQ)
Proshares Trust MF Closed and MF Open (NOBL)
First Trust MF Closed and MF Open (FTCS)
Dimensional Us MF Closed and MF Open (DFAC)
First Trust MF Closed and MF Open (FVD)
Apple Common Stock (AAPL)
Invesco Russell MF Closed and MF Open (OMFL)
Vanguard High MF Closed and MF Open (VYM)
Spdr Portfolio MF Closed and MF Open (SPLG)
Nvidia Corp Common Stock (NVDA)
Spdr Bloomberg MF Closed and MF Open (BIL)
Microsoft Corp Common Stock (MSFT)
Dimensional World MF Closed and MF Open (DFAX)

View all positions for IFG Advisory

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund