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Wisdomtree Floating Rate Treasury Fund shares owned by Leo Wealth

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

Historical chart of Leo Wealth investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Leo 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 Leo Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 471k 50.27
2025-06-30 $27M 533k 50.31
2025-03-31 $11M 226k 50.33
2024-12-31 $17M 329k 50.32
2024-09-30 $18M 366k 50.22
2024-06-30 $16M 326k 50.31
2024-03-31 $16M 307k 50.29
2023-12-31 $16M 327k 50.26

More positions owned by Leo Wealth

Affirm Hldgs Com Cl A (AFRM)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Johnson & Johnson (JNJ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Blackrock (BLK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Leo Wealth

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