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Wisdomtree Floating Rate Treasury Fund shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica 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 Transamerica 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 Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.3M 45k 50.33
2024-09-30 $2.3M 46k 50.22
2024-06-30 $961k 19k 50.32
2024-03-31 $961k 19k 50.32

More positions owned by Transamerica Financial Advisors

Listed Fd Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)
Wisdomtree Tr Em Ex St-owned (XSOE)
NVIDIA Corporation (NVDA)

View all positions for Transamerica Financial Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Morgan Stanley
Bank of America Corporation
LPL Financial
Jpmorgan Chase & Co
BIP Wealth
UBS Group
Raymond James Financial
Captrust Financial Advisors
Serenus Wealth Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Raymond James Financial Services Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund