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Wisdomtree Floating Rate Treasury Fund shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $147k 2.9k 50.26
2025-06-30 $146k 2.9k 50.31
2025-03-31 $146k 2.9k 50.33
2024-12-31 $44k 880 50.40

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View all positions for Legacy Wealth Managment

Top funds holding Wisdomtree Floating Rate Treasury Fund

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Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
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HighTower Advisors
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund