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Wisdomtree Floating Rate Treasury Fund shares owned by Sage Private Wealth Group

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Sage Private Wealth Group from 13F filings

Historical chart of Sage Private Wealth Group 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 Sage Private Wealth Group 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 Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $235k 4.7k 50.32

More positions owned by Sage Private Wealth Group

First Tr Exchange Traded Rba Indl Etf (AIRR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Gold Tr Ishares New (IAU)
World Gold Tr Spdr Gld Minis (GLDM)
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Vaneck Etf Trust Uranium And Nucl (NLR)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Sage Private Wealth Group

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