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Wisdomtree Floating Rate Treasury Fund shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners 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 Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $835k 17k 50.22
2024-06-30 $876k 17k 50.31
2024-03-31 $713k 14k 50.29
2023-12-31 $1.5M 29k 50.24
2023-09-30 $1.1M 22k 50.32

More positions owned by Strategic Wealth Partners

Manager Directed Portfolios Swp Growth & Inc (SWP)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio Short (SPSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)

View all positions for Strategic Wealth Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
Howard Capital Management
Envestnet Asset Management
Renaissance Technologies
Financeware

View all funds holding Wisdomtree Floating Rate Treasury Fund