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Wisdomtree Floating Rate Treasury Fund shares owned by Sara-Bay Financial

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

Historical chart of Sara-Bay Financial investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Sara-Bay Financial 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 Sara-Bay Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 79k 50.22
2024-06-30 $5.0M 99k 50.31
2024-03-31 $4.5M 89k 50.31

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Wisdomtree Floating Ratetreasry Etf Etf (USFR)

View all positions for Sara-Bay Financial

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