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Wisdomtree Floating Rate Treasury Fund shares owned by Mueller Wealth

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

Historical chart of Mueller Wealth 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 Mueller Wealth 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 Mueller Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $14M 268k 50.32

More positions owned by Mueller Wealth

Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (SPTM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Intl (IDEV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bank First National Corporation (BFC)
Nuveen Multi-Strategy Income & Growth (JPC)
DNP Select Income Fund (DNP)
BlackRock Credit All Inc Trust IV (BTZ)

View all positions for Mueller Wealth

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund