Retireful »

Wisdomtree Floating Rate Treasury Fund shares owned by Retireful

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

Historical chart of Retireful 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 Retireful consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Retireful

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 59k 50.29
2023-12-31 $7.4M 147k 50.24
2023-09-30 $1.6M 32k 50.32
2023-06-30 $31M 615k 50.32
2023-03-31 $54M 1.1M 50.27
2022-12-31 $33M 663k 50.27
2022-09-30 $31M 625k 50.28

More positions owned by Retireful

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
First Tr Morningstar Divid L SHS (FDL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Energy Etf (VDE)
Select Sector Spdr Tr Technology (XLK)
Dex (DXCM)
United Rentals (URI)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Hubspot (HUBS)
Waste Management (WM)
Lam Research Corporation (LRCX)

View all positions for Retireful

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
Signature Estate and Investment Advisors
Private Advisor
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund