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Wisdomtree Floating Rate Treasury Fund shares owned by Integrated Investment Consultants

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

Historical chart of Integrated Investment Consultants 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 Integrated Investment Consultants 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 Integrated Investment Consultants

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 61k 50.24
2023-09-30 $3.1M 61k 50.32
2023-06-30 $3.2M 64k 50.32
2023-03-31 $3.3M 66k 50.27
2022-12-31 $3.3M 66k 50.27

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Ishares Russell 1000 Value Etf Etf (IWD)
Schwab Us Dividend Equity Etf Etf (SCHD)
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Microsoft Corp Stock (MSFT)
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Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Ishares Intermediate Government/credit Bond Etf Etf (GVI)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Value Etf Etf (VTV)

View all positions for Integrated Investment Consultants

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