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Wisdomtree Floating Rate Treasury Fund shares owned by Private Management Group

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

Historical chart of Private Management Group 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 Management Group 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 Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $641k 13k 50.32

More positions owned by Private Management Group

Warner Bros Discovery Com Ser A (WBD)
Siriuspoint (SPNT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Americold Rlty Tr (COLD)
Valero Energy Corporation (VLO)
State Street Corporation (STT)
Verizon Communications (VZ)
Comcast Corp Cl A (CMCSA)
Seaboard Corporation (SEB)
Keurig Dr Pepper (KDP)
Oaktree Specialty Lending Corp (OCSL)
Albertsons Cos Common Stock (ACI)
O-i Glass (OI)
Jefferies Finl Group (JEF)
Bank of New York Mellon Corporation (BK)

View all positions for Private Management Group

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund