Root Financial Partners »

Wisdomtree Floating Rate Treasury Fund shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners 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 Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $873k 17k 50.22

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Root Financial Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund