Moulton Wealth Management »

Wisdomtree Floating Rate Treasury Fund shares owned by Moulton Wealth Management

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

Historical chart of Moulton 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 Moulton Wealth Management 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 Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 389k 50.28
2024-06-30 $24M 472k 50.39
2024-03-31 $23M 453k 50.29
2023-12-31 $20M 403k 50.31
2023-09-30 $20M 393k 50.39
2023-06-30 $19M 372k 50.32
2023-03-31 $15M 288k 50.34
2022-12-31 $10M 206k 50.32

More positions owned by Moulton Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Gold Tr Ishares New (IAU)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Goldman Sachs Physical Gold Unit (AAAU)
Vanguard Index Fds Growth Etf (VUG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Select Sector Spdr Tr Indl (XLI)

View all positions for Moulton Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund