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Wisdomtree Floating Rate Treasury Fund shares owned by Lowe, Brockenbrough & Company

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Lowe, Brockenbrough & Company from 13F filings

Historical chart of Lowe, Brockenbrough & Company investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Lowe, Brockenbrough & Company 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 Lowe, Brockenbrough & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $385k 7.7k 50.22
2024-06-30 $281k 5.6k 50.31
2024-03-31 $312k 6.2k 50.29

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Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
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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
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HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund