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
2025-09-30 $1.2M 23k 50.28
2025-06-30 $1.1M 23k 50.30
2025-03-31 $1.0M 21k 50.34
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 27 Trm Ts (IBTH)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Broadcom (AVGO)

View all positions for MKT Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
Morgan Stanley
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund