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Wisdomtree Floating Rate Treasury Fund shares owned by Team Financial Group

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

Historical chart of Team Financial Group 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 Team Financial Group 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 Team Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 419k 50.22
2024-06-30 $21M 407k 50.31
2024-03-31 $21M 415k 50.29
2023-12-31 $21M 411k 50.24
2023-09-30 $17M 332k 50.32

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Pgim Total Return Bond Etf Etf (PTRB)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Spdr Gold Minishares Trust Etf (GLDM)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Wisdomtree Enhanced Commodity Stgy Etf (GCC)

View all positions for Team Financial Group

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