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Wisdomtree Floating Rate Treasury Fund shares owned by Vericrest Private Wealth

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

Historical chart of Vericrest Private Wealth 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 Vericrest Private Wealth 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 Vericrest Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 23k 50.32

More positions owned by Vericrest Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Wisdomtree Tr Us Quality Grow (QGRW)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Vericrest Private Wealth

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Serenus Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund