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Wisdomtree Floating Rate Treasury Fund shares owned by Napa Wealth Management

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

Historical chart of Napa 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 Napa 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 Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $25M 495k 50.24

More positions owned by Napa Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Intel Corporation (INTC)
Simon Property (SPG)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Amgen (AMGN)
International Business Machines (IBM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
MetLife (MET)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Napa 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