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Wisdomtree Floating Rate Treasury Fund shares owned by Laffer Investments

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

Historical chart of Laffer Investments investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Laffer Investments 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 Laffer Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $33k 665 50.24
2023-09-30 $34k 665 50.32
2023-06-30 $34k 665 50.32
2023-03-31 $271k 5.4k 50.27

More positions owned by Laffer Investments

Microsoft Corp Common Stocks (MSFT)
Broadcom Common Stocks (AVGO)
Home Depot Common Stocks (HD)
Chevron Corp Common Stocks (CVX)
Lam Research Corp Common Stocks (LRCX)
Mcdonalds Corp Common Stocks (MCD)
Apple Common Stocks (AAPL)
Johnson & Johnson Common Stocks (JNJ)
American Express Common Stocks (AXP)
Jpmorgan Chase & Co Common Stocks (JPM)
Steel Dynamics Common Stocks (STLD)
Abbvie Common Stocks (ABBV)
Goldman Sachs Group Common Stocks (GS)
Texas Instruments Common Stocks (TXN)
Oracle Corp Common Stocks (ORCL)

View all positions for Laffer Investments

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