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Wisdomtree Floating Rate Treasury Fund shares owned by Smartleaf Asset Management

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

Historical chart of Smartleaf Asset Management 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 Smartleaf Asset Management 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 Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 42k 50.27
2023-12-31 $2.7M 54k 50.27

More positions owned by Smartleaf Asset Management

Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Wisdomtree Tr Us Quality Grow (QGRW)
Amazon (AMZN)

View all positions for Smartleaf Asset Management

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