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Wisdomtree Floating Rate Treasury Fund shares owned by Investment Advisory Services Group

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

Historical chart of Investment Advisory Services Group 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 Investment Advisory Services Group 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 Investment Advisory Services Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 26k 50.32

More positions owned by Investment Advisory Services Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Covington Trust High Divid Etf (FDVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)

View all positions for Investment Advisory Services Group

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
LPL Financial
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Ameriprise Financial
Royal Bank of Canada
Wells Fargo & Company
Serenus Wealth Advisors
Private Advisor
HighTower Advisors
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund