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Wisdomtree Floating Rate Treasury Fund shares owned by Melone Private Wealth

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

Historical chart of Melone Private Wealth 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 Melone Private Wealth 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 Melone Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 270k 50.22
2024-06-30 $8.1M 161k 50.31
2024-03-31 $6.9M 137k 50.29
2023-12-31 $5.2M 103k 50.24
2023-09-30 $2.2M 44k 50.32
2023-06-30 $1.6M 32k 50.32

More positions owned by Melone Private Wealth

Wisdomtree Tr Us Midcap Divid (DON)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Nuveen Municipal Credit Com Sh Ben Int (NZF)
Wisdomtree Tr Us Total Dividnd (DTD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Nuveen Mun High Income Opp F (NMZ)
Spdr Ser Tr Portfolio Crport (SPBO)
Nuveen (NMCO)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for Melone Private Wealth

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund