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Wisdomtree Floating Rate Treasury Fund shares owned by Magnus Financial Group

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

Historical chart of Magnus Financial 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 Magnus Financial Group 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 Magnus Financial Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $31M 611k 50.32
2023-06-30 $26M 512k 50.32
2023-03-31 $28M 559k 50.27
2022-12-31 $25M 502k 50.27
2022-09-30 $7.3M 145k 50.28
2022-06-30 $624k 12k 50.31

More positions owned by Magnus Financial Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Ishares Tr U.s. Finls Etf (IYF)
J P Morgan Exchange Traded F Income Etf (JPIE)
John Hancock Exchange Traded Multi Intl Etf (JHMD)

View all positions for Magnus Financial Group

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Signature Estate and Investment Advisors
Private Advisor
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund