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Wisdomtree Floating Rate Treasury Fund shares owned by IFS Advisors

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

Historical chart of IFS Advisors 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 IFS Advisors 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 IFS Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 31k 50.27

More positions owned by IFS Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core Dividend Growth Etf Etf (DGRO)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Schwab U.s. Small-cap Etf Etf (SCHA)

View all positions for IFS Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
Morgan Stanley
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund