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Wisdomtree Floating Rate Treasury Fund shares owned by Smart Money Group

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

Historical chart of Smart Money 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 Smart Money 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 Smart Money Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 75k 50.26
2024-06-30 $4.4M 88k 50.28
2024-03-31 $3.6M 71k 50.34
2023-12-31 $4.3M 85k 50.24
2023-09-30 $4.7M 94k 50.32
2023-06-30 $3.2M 63k 50.32

More positions owned by Smart Money Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for Smart Money Group

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