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Wisdomtree Floating Rate Treasury Fund shares owned by Toroso Investments

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

Historical chart of Toroso Investments 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 Toroso Investments 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 Toroso Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 48k 50.24
2023-09-30 $3.9M 77k 50.32
2023-06-30 $7.2M 144k 50.32
2023-03-31 $7.5M 150k 50.27
2022-12-31 $6.8M 135k 50.27
2022-09-30 $6.9M 138k 50.28
2022-06-30 $841k 17k 50.35

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NVIDIA Corporation Call Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Block Cl A Call Option (SQ)
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Amazon Call Option (AMZN)
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View all positions for Toroso Investments

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
Raymond James Financial Services Advisors
Signature Estate and Investment Advisors
Private Advisor
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund