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Wisdomtree Floating Rate Treasury Fund shares owned by Tectonic Advisors

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

Historical chart of Tectonic 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 Tectonic 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 Tectonic Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 236k 50.22
2024-06-30 $16M 321k 50.31
2024-03-31 $17M 328k 50.29
2023-12-31 $17M 342k 50.24
2023-09-30 $15M 306k 50.32
2023-06-30 $9.7M 192k 50.32

More positions owned by Tectonic Advisors

Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Abslute Selct Vl (ABEQ)
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST)
Tcw Etf Trust Flexible Income (FLXR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Tectonic Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund