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Wisdomtree Floating Rate Treasury Fund shares owned by Nbc Securities

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

Historical chart of Nbc Securities 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 Nbc Securities 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 Nbc Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 27k 50.27
2025-06-30 $284k 5.6k 50.30
2025-03-31 $271k 5.4k 50.31
2024-12-31 $486 9 54.00
2024-09-30 $453k 9.0k 50.19
2024-06-30 $460k 9.2k 50.27
2024-03-31 $396k 7.9k 50.28
2023-12-31 $251k 5.0k 50.21
2023-09-30 $201k 4.0k 50.22

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Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund