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Wisdomtree Floating Rate Treasury Fund shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary Advisors 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 Sanctuary Advisors 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 Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 376k 50.27
2025-06-30 $16M 321k 50.31
2025-03-31 $12M 233k 50.33
2024-12-31 $13M 258k 50.34
2024-09-30 $12M 238k 50.45
2024-06-30 $6.0M 118k 50.32

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Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund