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Wisdomtree Floating Rate Treasury Fund shares owned by Park Edge Advisors

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

Historical chart of Park Edge 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 Park Edge 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 Park Edge Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $524k 10k 50.24
2023-09-30 $8.0M 160k 50.32
2023-06-30 $8.1M 162k 50.32
2023-03-31 $8.1M 161k 50.27

More positions owned by Park Edge Advisors

Lincoln Electric Holdings (LECO)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Spdr Gold Tr Gold Shs (GLD)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust Bloomberg Short (BWZ)
Ishares Gold Tr Ishares New (IAU)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Fin (XLF)
Exxon Mobil Corporation (XOM)
Wisdomtree Tr Bianco Totl Retu (WTBN)

View all positions for Park Edge Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund