LFG Wealth Partners »

Wisdomtree Floating Rate Treasury Fund shares owned by LFG Wealth Partners

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

Historical chart of LFG Wealth Partners 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 LFG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by LFG Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 4.0k 50.34

More positions owned by LFG Wealth Partners

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Eni Spa Sponsored Adr (E)
Totalenergies Se Act (TTE)
Tesla Motors (TSLA)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
JPMorgan Chase & Co. (JPM)
British Amern Tob Sponsored Adr (BTI)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Micron Technology (MU)
Agnc Invt Corp Com reit (AGNC)
Ares Capital Corporation (ARCC)

View all positions for LFG Wealth Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
BIP Wealth
UBS Group
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Serenus Wealth Advisors
HighTower Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund