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Wisdomtree Floating Rate Treasury Fund shares owned by Vantage Point Financial

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

Historical chart of Vantage Point Financial investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Vantage Point Financial 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 Vantage Point Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 80k 50.27
2025-06-30 $4.4M 88k 50.31
2025-03-31 $5.9M 117k 50.33
2024-12-31 $5.8M 115k 50.32

More positions owned by Vantage Point Financial

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Vantage Point Financial

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
Morgan Stanley
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund