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Wisdomtree Floating Rate Treasury Fund shares owned by Insight Wealth Strategies

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

Historical chart of Insight Wealth Strategies 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 Insight Wealth Strategies 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 Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $509k 10k 50.36

More positions owned by Insight Wealth Strategies

Pgim Etf Tr Aaa Clo Etf (PAAA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Msci Usa Value (VLUE)
Chevron Corporation (CVX)
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)
T Rowe Price Exchange-traded Floating Rate (TFLR)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Lam Research Corp Com New (LRCX)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Ishares Tr Msci Us Garp Etf (GARP)

View all positions for Insight Wealth Strategies

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund