Ruggiero Investments »

Wisdomtree Floating Rate Treasury Fund shares owned by Ruggiero Investments

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

Historical chart of Ruggiero Investments 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 Ruggiero Investments 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 Ruggiero Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 25k 50.35

More positions owned by Ruggiero Investments

NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Tesla Motors (TSLA)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Select Sector Spdr Tr St Str Techn Etf (XLK)

View all positions for Ruggiero Investments

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Raymond James Financial
BIP Wealth
UBS Group
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
HighTower Advisors
Serenus Wealth Advisors
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund