True Link Financial Advisors »

Wisdomtree Floating Rate Treasury Fund shares owned by True Link Financial Advisors

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

Historical chart of True Link 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 True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.0k 59 50.34

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Dimensional International Value Etf Etf (DFIV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for True Link Financial Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
BIP Wealth
UBS Group
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Serenus Wealth Advisors
HighTower Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund