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Wisdomtree Floating Rate Treasury Fund shares owned by NerdWallet Wealth Partners

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

Historical chart of NerdWallet Wealth Partners 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 NerdWallet Wealth Partners 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 NerdWallet Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $725k 14k 50.32

More positions owned by NerdWallet Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Series Trust State Street Spd (SPYX)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)

View all positions for NerdWallet Wealth Partners

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
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund