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Wisdomtree Floating Rate Treasury Fund shares owned by Qp Wealth Management

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

Historical chart of Qp Wealth Management 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 Qp Wealth Management 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 Qp Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $242k 4.8k 50.32
2023-06-30 $230k 4.6k 50.32

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Amazon (AMZN)
Microsoft Corporation (MSFT)
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Meta Platforms Cl A (META)
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Goldman Sachs Bdc SHS (GSBD)
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View all positions for Qp Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund