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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
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

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tidal Etf Tr Foliobeyond Alte (RISR)
Ishares U S Etf Tr Blackrock Short (MEAR)
Ishares Tr Core S&p500 Etf (IVV)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Smart Money Group

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
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund