Luts & Greenleigh Group »

Wisdomtree Floating Rate Treasury Fund shares owned by Luts & Greenleigh Group

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Luts & Greenleigh Group from 13F filings

Historical chart of Luts & Greenleigh Group 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 Luts & Greenleigh Group 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 Luts & Greenleigh Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $272k 5.4k 50.34

More positions owned by Luts & Greenleigh Group

Exxon Mobil Corporation (XOM)
Costco Wholesale Corporation (COST)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 2000 Grw Etf (IWO)
International Business Machines (IBM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Val Etf (IWD)
Amazon (AMZN)
Waste Management (WM)
Coca-Cola Company (KO)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for Luts & Greenleigh Group

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