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Wisdomtree Floating Rate Treasury Fund shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $39M 770k 50.34
2024-12-31 $26M 518k 50.32

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View all positions for Independent Advisor Alliance

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
BIP Wealth
UBS Group
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Serenus Wealth Advisors
HighTower Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund