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Wisdomtree Floating Rate Treasury Fund shares owned by IPG Investment Advisors

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

Historical chart of IPG Investment Advisors 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 IPG Investment Advisors 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 IPG Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $501k 10k 50.33
2024-12-31 $701k 14k 50.32
2024-09-30 $734k 15k 50.22
2023-09-30 $219k 4.4k 50.32

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Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
LPL Financial
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
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund