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Wisdomtree Floating Rate Treasury Fund shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Jones Financial Companies, L.L 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 Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.6M 132k 50.23
2024-03-31 $51k 1.0k 50.29

More positions owned by Jones Financial Companies, L.L

Ishares Core Us Aggregate Bond ETFs (AGG)
Vanguard Index Tr ETFs (VTV)
Vanguard Index Tr ETFs (VUG)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard S&p 500 Etf ETFs (VOO)
Vanguard Index Trust ETFs (VV)
Vanguard Mid Cap Etf ETFs (VO)
Ishares Russell Midcap ETFs (IWR)
Vanguard Ftse Developed ETFs (VEA)
Ishares Russell 1000 ETFs (IWB)
Ishares Core Total Usd Bond ETFs (IUSB)
Ishares Russell 2000 ETFs (IWM)
Vanguard Index Trust ETFs (VB)
American Centy Etf Tr ETFs (AVDV)

View all positions for Jones Financial Companies, L.L

Top funds holding Wisdomtree Floating Rate Treasury Fund

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BIP Wealth
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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