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Wisdomtree Floating Rate Treasury Fund shares owned by Portfolio Design Labs

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

Historical chart of Portfolio Design Labs 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 Portfolio Design Labs 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 Portfolio Design Labs

Quarter filed Position value Share count Share price at filing
2025-09-30 $884k 18k 50.27
2025-06-30 $2.1M 41k 50.31

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View all positions for Portfolio Design Labs

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