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Wisdomtree Floating Rate Treasury Fund shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 38k 50.22
2024-03-31 $1.7M 34k 50.43

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Royal Bank of Canada
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund