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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

Tip: Access up to 7 years of quarterly data

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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Vanguard Specialized Funds Div App Etf (VIG)
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Ishares Tr Core S&p Mcp Etf (IJH)
Ecolab (ECL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Strategic Financial

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