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Wisdomtree Floating Rate Treasury Fund shares owned by LWM Advisory Services

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

Historical chart of LWM Advisory Services 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 LWM Advisory Services 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 LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 102k 50.27
2025-06-30 $4.2M 84k 50.31
2025-03-31 $4.1M 82k 50.33
2024-12-31 $1.6M 32k 50.32

More positions owned by LWM Advisory Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Flexible Debt Et
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Yld Optim Bd (BYLD)
Ishares Tr Global 100 Etf (IOO)

View all positions for LWM Advisory Services

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