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Wisdomtree Floating Rate Treasury Fund shares owned by LaSalle St. Investment Advisors

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

Historical chart of LaSalle St. 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 LaSalle St. 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 LaSalle St. Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $952k 19k 50.22
2025-06-30 $964k 19k 50.30
2025-03-31 $844k 17k 50.32
2024-12-31 $539k 11k 50.24
2024-09-30 $446k 8.9k 50.15

More positions owned by LaSalle St. Investment Advisors

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Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Amplify Etf Tr Blackswan Grwt (SWAN)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Nuveen Build Amer Bd (NBB)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LaSalle St. Investment Advisors

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