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Wisdomtree Floating Rate Treasury Fund shares owned by Private Client Services

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

Historical chart of Private Client Services 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 Private Client Services 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 Private Client Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $428k 8.5k 50.27
2025-06-30 $590k 12k 50.31
2025-03-31 $370k 7.4k 50.33
2024-12-31 $304k 6.0k 50.32

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Ishares Tr Core Us Aggbd Et (AGG)
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Pacer Fds Tr Us Lrg Cp Cash (COWG)
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View all positions for Private Client Services

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