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Wisdomtree Floating Rate Treasury Fund shares owned by Peak Financial Management

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

Historical chart of Peak Financial Management 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 Peak Financial Management 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 Peak Financial Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.1M 42k 50.39

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Spdr Index Shs Fds St Str Msci Glb (SPGM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Uscf Etf Tr Summerhaven K1 (SDCI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Peak Financial Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Raymond James Financial
BIP Wealth
UBS Group
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Morton Capital Management
Royal Bank of Canada
HighTower Advisors
Serenus Wealth Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund