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Wisdomtree Floating Rate Treasury Fund shares owned by Krasney Financial

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

Historical chart of Krasney Financial investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Krasney 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 Krasney Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $528k 11k 50.27
2025-06-30 $1.6M 32k 50.31
2025-03-31 $8.1M 161k 50.33
2024-12-31 $8.7M 172k 50.32
2024-09-30 $8.0M 159k 50.22
2024-06-30 $6.5M 130k 50.31

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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