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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
2024-06-30 $498k 9.9k 50.31

More positions owned by Roundview Capital

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Intermed Term (BIV)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Mastercard Incorporated Cl A (MA)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Roundview Capital

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund