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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
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)
Ishares Tr Faln Angls Usd (FALN)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Agf Invts Tr Us Market Netrl (BTAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Flexshares Tr Flexshares Ultra (RAVI)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr Pshs Ult S&p 500 (SSO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Tactive Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund