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Wisdomtree Floating Rate Treasury Fund shares owned by Us Financial Advisors

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

Historical chart of Us Financial Advisors investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Us 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 Us Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 87k 50.22
2024-06-30 $2.7M 54k 50.31
2024-03-31 $2.3M 46k 50.29
2023-12-31 $3.2M 63k 50.24
2023-09-30 $2.6M 52k 50.32
2023-06-30 $217k 4.3k 50.32
2023-03-31 $813k 16k 50.27

More positions owned by Us Financial Advisors

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Us Financial Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund