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Wisdomtree Floating Rate Treasury Fund shares owned by Tactive Advisors

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

Historical chart of Tactive 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 Tactive 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 Tactive Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 209k 50.29
2023-12-31 $3.0M 60k 50.24
2023-09-30 $5.2M 102k 50.32
2023-06-30 $3.6M 72k 50.32
2023-03-31 $2.0M 39k 50.27

More positions owned by Tactive Advisors

Proshares Tr Pshs Ultra Qqq (QLD)
Agf Invts Tr Us Market Netrl (BTAL)
Proshares Tr Pshs Ult S&p 500 (SSO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Flexshares Tr Flexshares Ultra (RAVI)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr Global Tech Etf (IXN)
Amazon (AMZN)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Tactive Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund