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Wisdomtree Floating Rate Treasury Fund shares owned by Redmont Wealth Advisors

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

Historical chart of Redmont Wealth Advisors 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 Redmont Wealth Advisors 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 Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $286k 5.7k 50.29
2023-12-31 $357k 7.1k 50.24
2023-09-30 $788k 16k 50.32

More positions owned by Redmont Wealth Advisors

Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Preferred & Income Securities Etf Etf (PFF)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Russell 2000 Value Etf Etf (IWN)
Capital Southwest Corp Cef (CSWC)
Ishares Select Dividend Etf Etf (DVY)
Invesco Qqq Trust Series I Etf (QQQ)
Superior Group Of Stock (SGC)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Encore Wire Corp Stock (WIRE)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Jefferies Finl Group Stock (JEF)

View all positions for Redmont Wealth Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund