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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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Microsoft Corporation (MSFT)
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View all positions for Latitude Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund