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Wisdomtree Floating Rate Treasury Fund shares owned by Keystone Financial Group

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

Historical chart of Keystone Financial 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 Keystone Financial 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 Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 67k 50.24
2023-09-30 $18M 359k 50.32
2023-06-30 $16M 308k 50.32
2022-12-31 $8.6M 172k 50.27
2022-09-30 $6.8M 135k 50.28

More positions owned by Keystone Financial Group

SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPLG)
Apple Common Stock (AAPL)
Vanguard Total MF Closed and MF Open (VTI)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPYG)
Spdr Portfolio MF Closed and MF Open (SPYV)
Vanguard S&p MF Closed and MF Open (VOO)
Jpmorgan Us MF Closed and MF Open (JQUA)
Vanguard Value MF Closed and MF Open (VTV)
Berkshire Hathaway Common Stock (BRK.B)
Berkshire Hathaway Common Stock (BRK.A)
Amazon Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Victoryshares Us MF Closed and MF Open (CFO)

View all positions for Keystone Financial Group

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
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund