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Wisdomtree Floating Rate Treasury Fund shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners 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 Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 24k 50.34
2024-12-31 $1.7M 34k 50.32

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View all positions for Triad Wealth Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

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