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Wisdomtree Floating Rate Treasury Fund shares owned by Value Investment Professionals

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

Historical chart of Value Investment Professionals 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 Value Investment Professionals 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 Value Investment Professionals

Quarter filed Position value Share count Share price at filing
2026-06-30 $11M 222k 50.35

More positions owned by Value Investment Professionals

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Select Sector Spdr Tr St Str Indl Etf (XLI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Select Sector Spdr Tr St Str Util Etf (XLU)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Sterling Construction Company (STRL)

View all positions for Value Investment Professionals

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Raymond James Financial
Captrust Financial Advisors
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