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Wisdomtree Floating Rate Treasury Fund shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement 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 Morris Retirement 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 5.9k 50.27
2025-06-30 $431k 8.6k 50.31
2025-03-31 $369k 7.3k 50.33
2024-12-31 $205k 4.1k 50.32

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First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
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Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Us Aer Def Etf (ITA)
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NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Apple (AAPL)
Meta Platforms Cl A (META)

View all positions for Morris Retirement 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