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Wisdomtree Floating Rate Treasury Fund shares owned by PFG Advisors

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

Historical chart of PFG 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 PFG 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 PFG Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $769k 15k 50.29
2023-12-31 $3.9M 77k 50.24
2023-09-30 $4.7M 94k 50.32
2023-06-30 $4.8M 96k 50.32
2023-03-31 $5.3M 106k 50.27
2022-12-31 $1.9M 37k 50.27
2022-09-30 $363k 7.2k 50.26

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View all positions for PFG Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund