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Wisdomtree Floating Rate Treasury Fund shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell 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 TrustWell 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 TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.1M 82k 50.35

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avan U S Qua Etf (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Regency Centers Corporation (REG)
American Centy Etf Tr Avantis All Int (AVNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
First Tr Exchange-traded Nat Gas Etf (FCG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for TrustWell Financial Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund