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Wisdomtree Floating Rate Treasury Fund shares owned by Prota Financial

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

Historical chart of Prota Financial 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 Prota Financial 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 Prota Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 4.0k 50.34

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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Intl Sel Div Etf (IDV)
Owl Rock Capital Corporation (OBDC)
Blackstone Secd Lending Common Stock (BXSL)
Alps Etf Tr Alerian Mlp (AMLP)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Putnam Etf Trust Bdc Income Etf (PBDC)

View all positions for Prota Financial

Top funds holding Wisdomtree Floating Rate Treasury Fund

LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Wells Fargo & Company
Ameriprise Financial
Serenus Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Howard Capital Management
Private Advisor
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund