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Wisdomtree Floating Rate Treasury Fund shares owned by TSFG

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

Historical chart of TSFG 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 TSFG 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 TSFG

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 62k 50.29
2023-12-31 $2.4M 48k 50.24
2023-09-30 $1.0k 20 50.00

More positions owned by TSFG

Vanguard Total MF Closed and MF Open (VTI)
Ishares Russell MF Closed and MF Open (IWF)
Spdr Portfolio MF Closed and MF Open (SPYV)
Abbvie Common Stock (ABBV)
Vanguard S&p MF Closed and MF Open (VOO)
Sector Technology MF Closed and MF Open (XLK)
SPDR S&P MF Closed and MF Open (SPY)
Abbott Laboratories Common Stock (ABT)
Ishares S&p MF Closed and MF Open (IVE)
Spdr Portfolio MF Closed and MF Open (SPAB)
Spdr Intermediate MF Closed and MF Open (SPTI)
Invesco Exchange MF Closed and MF Open (SPHQ)
Apple Common Stock (AAPL)
Edwards Lifesciences Common Stock (EW)
Vanguard Mid MF Closed and MF Open (VO)

View all positions for TSFG

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund