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Wisdomtree Floating Rate Treasury Fund shares owned by Summit Financial

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

Historical chart of Summit 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 Summit 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 43k 50.31

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Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Morgan Stanley
Summit Trail Advisors
Jpmorgan Chase & Co
LPL Financial
BIP Wealth
Captrust Financial Advisors
Richard Bernstein Advisors
Wells Fargo & Company
Royal Bank of Canada
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Camden Capital
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund