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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

Tip: Access up to 7 years of quarterly data

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
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

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UBS Group
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Wells Fargo & Company
Captrust Financial Advisors
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HighTower Advisors
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Raymond James Financial Services Advisors
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View all funds holding Wisdomtree Floating Rate Treasury Fund