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Wisdomtree Floating Rate Treasury Fund shares owned by Northern Financial Advisors

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

Historical chart of Northern Financial Advisors 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 Northern Financial Advisors 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 Northern Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $626k 12k 50.35

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View all positions for Northern Financial Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Raymond James Financial
BIP Wealth
Captrust Financial Advisors
UBS Group
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
HighTower Advisors
Serenus Wealth Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund