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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

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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
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)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Gold Tr Ishares New (IAU)
Goldman Sachs Physical Gold Unit (AAAU)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Chevron Corporation (CVX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Moulton Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund