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Wisdomtree Floating Rate Treasury Fund shares owned by Patton Albertson & Miller

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Patton Albertson & Miller from 13F filings

Historical chart of Patton Albertson & Miller investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Patton Albertson & Miller 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 Patton Albertson & Miller

Quarter filed Position value Share count Share price at filing
2025-09-30 $302k 6.0k 50.27

More positions owned by Patton Albertson & Miller

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
Kla Corp Com New (KLAC)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Meta Platforms Cl A (META)
Covenant Logistics Group Cl A (CVLG)

View all positions for Patton Albertson & Miller

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund