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Wisdomtree Floating Rate Treasury Fund shares owned by Keating Financial Advisory Services

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

Historical chart of Keating Financial Advisory Services 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 Keating Financial Advisory Services 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 Keating Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 25k 50.34

More positions owned by Keating Financial Advisory Services

Apple (AAPL)
Dimensional Us Core Equity Market Etf Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Dimensional Us High Profitability Etf Us High Profitab (DUHP)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
Dimensional International Core Equity Market Etf Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Dimensional Core Fixed Income Etf Core Fixed Incom (DFCF)
Invesco S&p 500 Momentum Etf S&p 500 Momntm (SPMO)
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)
Invesco Qqq Trust Unit Ser 1 (QQQ)
Amazon (AMZN)
Dimensional International High Profitability Etf Intl High Profit (DIHP)
Dimensional Us Core Equity 1 Etf Us Core Equity 1 (DCOR)

View all positions for Keating Financial Advisory Services

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund