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Wisdomtree Floating Rate Treasury Fund shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management 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 Mission Wealth Management 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $55M 1.1M 50.24
2023-09-30 $50M 993k 50.32
2023-06-30 $46M 910k 50.32
2023-03-31 $91M 1.8M 50.27

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Mission Wealth Management

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