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Wisdomtree Floating Rate Treasury Fund shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors 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 Marshall & Sterling Wealth Advisors 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 Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0k 40 50.65

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Invesco S&p MF Closed and MF Open (RSP)
Ishares Msci MF Closed and MF Open (GARP)
Vanguard Mid MF Closed and MF Open (VO)
Invesco S&p MF Closed and MF Open (RWK)
Swan Hedged MF Closed and MF Open (HEGD)
Tortoise North MF Closed and MF Open (TPYP)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares 7-10yr MF Closed and MF Open (IEF)
Neos Russell MF Closed and MF Open (IWMI)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Raymond James Financial
BIP Wealth
UBS Group
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
HighTower Advisors
Serenus Wealth Advisors
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund