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Wisdomtree Floating Rate Treasury Fund shares owned by Silver Oak Securities

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

Historical chart of Silver Oak Securities 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 Silver Oak Securities 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 Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 220k 50.24
2023-09-30 $6.7M 134k 50.32
2023-06-30 $6.4M 127k 50.32
2023-03-31 $9.4M 188k 50.27
2022-12-31 $9.0M 180k 50.27
2022-09-30 $6.7M 134k 50.32
2022-06-30 $704k 14k 50.38

More positions owned by Silver Oak Securities

First Tr Exchange-traded Cap Strength Etf (FTCS)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Lrge Cp Core Alpha Com Shs (FEX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Silver Oak Securities

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Signature Estate and Investment Advisors
Private Advisor
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund