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Wisdomtree Floating Rate Treasury Fund shares owned by Tobias Financial Advisors

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

Historical chart of Tobias Financial 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 Tobias Financial 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 Tobias Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $16M 316k 50.32
2023-06-30 $15M 303k 50.32

More positions owned by Tobias Financial Advisors

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Intl Qualty (IQLT)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Gl Clean Ene Etf (ICLN)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for Tobias Financial 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