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Wisdomtree Floating Rate Treasury Fund shares owned by MBA Advisors

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

Historical chart of MBA 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 MBA 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 MBA Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 68k 50.29
2023-12-31 $3.1M 61k 50.24
2023-09-30 $3.0M 59k 50.32
2023-06-30 $2.7M 53k 50.32
2023-03-31 $2.5M 49k 50.27
2022-12-31 $2.2M 44k 50.27
2022-09-30 $2.0M 41k 50.29

More positions owned by MBA Advisors

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Microsoft Corporation (MSFT)

View all positions for MBA Advisors

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
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund