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Wisdomtree Floating Rate Treasury Fund shares owned by IHT Wealth Management

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

Historical chart of IHT Wealth Management 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 IHT Wealth Management 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 IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $54M 1.1M 50.32
2023-06-30 $38M 750k 50.32
2023-03-31 $40M 801k 50.27
2022-12-31 $10M 203k 50.27
2022-09-30 $5.6M 112k 50.28
2022-06-30 $1.6M 31k 50.34

More positions owned by IHT Wealth Management

Apple (AAPL)
Invesco Qqq Unit Ser 1 (QQQ)
Wisdomtree Floating Floatng Rat Trea (USFR)
Spdr Portfolio Portfolio S&p500 (SPLG)
SPDR S&P Tr Unit (SPY)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Spdr Portfolio Portfolio Devlpd (SPDW)
Spdr Portfolio Prtflo S&p500 Gw (SPYG)
Spdr Portfolio Prtflo S&p500 Vl (SPYV)
Amazon (AMZN)
Ishares Core Core S&p500 Etf (IVV)
Sector Technology Technology (XLK)
NVIDIA Corporation (NVDA)
Spdr Corp Portfolio Crport (SPBO)

View all positions for IHT Wealth Management

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
Signature Estate and Investment Advisors
Private Advisor
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund