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Wisdomtree Floating Rate Treasury Fund shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by NewEdge 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 NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $419M 8.3M 50.32
2024-03-31 $200k 4.0k 50.36
2023-12-31 $378k 7.5k 50.24
2023-09-30 $991k 20k 50.32
2023-06-30 $728k 15k 50.32
2023-03-31 $1.1M 22k 50.27
2022-12-31 $1.0M 20k 50.27

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View all positions for NewEdge Wealth

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund