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Wisdomtree Floating Rate Treasury Fund shares owned by LifeWealth Investments

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

Historical chart of LifeWealth Investments 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 LifeWealth Investments 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 LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 272k 50.27
2025-06-30 $13M 265k 50.31
2025-03-31 $11M 217k 50.33
2024-12-31 $6.3M 126k 50.32

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Capitol Ser Tr Sterling Cap Enh (SCEC)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Mdcp Val Etf (IWS)
Pimco Dynamic Income SHS (PDI)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for LifeWealth Investments

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