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Wisdomtree Floating Rate Treasury Fund shares owned by ORG Partners

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

Historical chart of ORG 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 ORG 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 ORG Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $317k 6.3k 50.21

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)
Vanguard Index Fds S&p 500 Etf Equity (VOO)
Aptus Collared Inv Uit Exchange Traded (ACIO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
Ishares Tr Core Total Usd Bd Mkt Etf Equity (IUSB)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Spdr S&p 500 Etf Tr Tr Unit Equity (SPY)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Aptus Enhanced Yield Uit Exchange Traded (JUCY)
Ishares Total Us Uit Exchange Traded (ITOT)
Apple Equity (AAPL)
Berkshire Hathaway Inc Del Cl B Equity (BRK.B)
Ishares Inc Core Msci Emerging Mkts Etf Equity (IEMG)

View all positions for ORG Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund