MKT Advisors »

Wisdomtree Floating Rate Treasury Fund shares owned by MKT Advisors

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

Historical chart of MKT 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 MKT Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by MKT Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $978k 19k 50.45
2024-09-30 $871k 17k 50.24
2024-06-30 $763k 15k 50.39
2024-03-31 $652k 13k 50.39

More positions owned by MKT Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Costco Wholesale Corporation (COST)

View all positions for MKT Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Serenus Wealth Advisors
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund