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Wisdomtree Floating Rate Treasury Fund shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4M 107k 50.34

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Ishares U S Etf Tr Short Duration B (NEAR)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Wisdomtree Tr Floatng Rat Trea (USFR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (CWB)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Optivise Advisory Services

Top funds holding Wisdomtree Floating Rate Treasury Fund

LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Wells Fargo & Company
Ameriprise Financial
Serenus Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Howard Capital Management
Private Advisor
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund