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Wisdomtree Floating Rate Treasury Fund shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $19M 367k 50.32
2025-09-30 $765k 15k 50.27

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View all positions for Mount Yale Investment Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Serenus Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund