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Wisdomtree Floating Rate Treasury Fund shares owned by Mraz, Amerine & Associates

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Mraz, Amerine & Associates from 13F filings

Historical chart of Mraz, Amerine & Associates investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Mraz, Amerine & Associates 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 Mraz, Amerine & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 224k 50.27
2025-06-30 $9.5M 188k 50.31
2025-03-31 $6.1M 121k 50.32

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Jefferies Finl Group (JEF)
Markel Corporation (MKL)
Loews Corporation (L)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Canadian Natural Resources (CNQ)

View all positions for Mraz, Amerine & Associates

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund