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Wisdomtree Floating Rate Treasury Fund shares owned by Lauer Wealth

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

Historical chart of Lauer Wealth 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 Lauer Wealth 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 Lauer Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $27M 530k 50.40
2024-06-30 $25M 504k 50.40
2024-03-31 $16M 326k 50.42
2023-12-31 $12M 234k 50.41
2023-09-30 $4.9M 97k 50.43
2023-06-30 $3.2M 65k 50.31

More positions owned by Lauer Wealth

Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Tesla Motors (TSLA)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Wisdomtree Tr Us Midcap Fund (EZM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr S&p Homebuild (XHB)

View all positions for Lauer Wealth

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