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Wisdomtree Floating Rate Treasury Fund shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment 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 Milestone Investment 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 Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 208k 50.24
2023-09-30 $15M 298k 50.32
2023-06-30 $17M 343k 50.32
2023-03-31 $18M 353k 50.27
2022-12-31 $24M 472k 50.27

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment 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
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