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Wisdomtree Floating Rate Treasury Fund shares owned by Strategic Financial

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

Historical chart of Strategic Financial investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Strategic 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 Strategic Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 70k 50.24
2023-09-30 $3.5M 69k 50.32
2023-06-30 $2.5M 49k 50.32
2023-03-31 $1.1M 23k 50.27

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Ishares Tr Russell 2000 Etf (IWM)

View all positions for Strategic Financial

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund