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Wisdomtree Floating Rate Treasury Fund shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $498k 9.9k 50.32
2025-09-30 $498k 9.9k 50.27
2025-06-30 $498k 9.9k 50.31
2025-03-31 $498k 9.9k 50.33
2024-12-31 $498k 9.9k 50.32
2024-09-30 $497k 9.9k 50.22
2024-06-30 $498k 9.9k 50.31

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View all positions for Roundview Capital

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Serenus Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund