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Wisdomtree Floating Rate Treasury Fund shares owned by Reuter James Wealth Management

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

Historical chart of Reuter James 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 Reuter James 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 Reuter James Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 344k 50.27
2025-06-30 $33M 651k 50.31
2025-03-31 $21M 412k 50.33

More positions owned by Reuter James Wealth Management

Wal-Mart Stores (WMT)
Ishares Gold Tr Ishares New (IAU)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Exxon Mobil Corporation (XOM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Dividend Growe Shs Etf (CGDG)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Microsoft Corporation (MSFT)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Gold Tr Gold Shs (GLD)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Apple (AAPL)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Reuter James Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
Morgan Stanley
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund