Wisdomtree Floating Rate Treasury Fund shares owned by Summit Wealth Group Llc / Co
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Summit Wealth Group Llc / Co
from 13F filings
Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Summit Wealth Group Llc / Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 27k | 50.32 |
More positions owned by Summit Wealth Group Llc / Co
View all positions for Summit Wealth Group Llc / Co
Top funds holding Wisdomtree Floating Rate Treasury Fund
View all funds holding Wisdomtree Floating Rate Treasury Fund