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Wisdomtree Floating Rate Treasury Fund shares owned by Intrua Financial

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

Historical chart of Intrua Financial 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 Intrua Financial 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 Intrua Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 200k 50.27

More positions owned by Intrua Financial

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Select Sector Spdr Tr Technology (XLK)
American Centy Etf Tr Us Quality Grow (QGRO)
Spdr Gold Tr Gold Shs (GLD)
Pimco Etf Tr Multisector Bd (PYLD)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Crowdstrike Hldgs Cl A (CRWD)
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)
Ishares Tr Msci Intl Qualty (IQLT)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Intrua Financial

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