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Wisdomtree Floating Rate Treasury Fund shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial Management 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 Trademark Financial Management 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 Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $737k 15k 50.22
2024-06-30 $793k 16k 50.31
2024-03-31 $703k 14k 50.29

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Mega Cap Val Etf (MGV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Gold Tr Ishares New (IAU)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Avantis Respon U (AVSU)

View all positions for Trademark Financial Management

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