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Wisdomtree Floating Rate Treasury Fund shares owned by Midwest Financial Network

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

Historical chart of Midwest Financial Network 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 Midwest Financial Network 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 Midwest Financial Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $558k 11k 50.34
2025-12-31 $645k 13k 50.32
2025-09-30 $1.1M 21k 50.27
2025-06-30 $1.0M 21k 50.31
2025-03-31 $993k 20k 50.33
2024-12-31 $876k 17k 50.32

More positions owned by Midwest Financial Network

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust State Street Spd (QUS)
Ssga Active Tr State Street Us (XLSR)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Spdr Index Shs Fds State Street Spd (SPEM)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Spdr Index Shs Fds State Street Spd (SPDW)
First Tr Exchange-traded SHS (FVD)

View all positions for Midwest Financial Network

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund