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Wisdomtree Floating Rate Treasury Fund shares owned by Latitude Advisors

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

Historical chart of Latitude 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 Latitude 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 Latitude Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $754k 15k 50.22
2024-06-30 $733k 15k 50.31
2024-03-31 $711k 14k 50.29
2023-12-31 $665k 13k 50.24
2022-12-31 $519k 10k 50.27

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Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tyler Technologies (TYL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Latitude Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund