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Wisdomtree Floating Rate Treasury Fund shares owned by Symphony Financial

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

Historical chart of Symphony Financial investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Symphony 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $551k 11k 50.27

More positions owned by Symphony Financial

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
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Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Symphony Financial

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
Morgan Stanley
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund