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Wisdomtree Floating Rate Treasury Fund shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $648M 13M 50.22
2024-06-30 $659M 13M 50.31
2024-03-31 $655M 13M 50.29
2023-09-30 $586M 12M 50.32
2023-06-30 $489M 9.7M 50.32
2023-03-31 $443M 8.8M 50.27
2022-12-31 $389M 7.7M 50.27
2022-09-30 $306M 6.1M 50.28
2022-06-30 $168M 3.3M 50.33

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View all positions for LPL Financial

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund