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Wisdomtree Floating Rate Treasury Fund shares owned by Streettalk Advisors

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

Historical chart of Streettalk Advisors 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 Streettalk Advisors 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 Streettalk Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 36k 50.22
2023-12-31 $449k 8.9k 50.24
2023-09-30 $639k 13k 50.32
2023-06-30 $495k 9.8k 50.32
2023-03-31 $1.3M 26k 50.27

More positions owned by Streettalk Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Noble Corp Ord Shs A (NE)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Total Usd (IUSB)

View all positions for Streettalk Advisors

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