Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Vermillion & White Wealth Management Group »

Wisdomtree Floating Rate Treasury Fund shares owned by Vermillion & White Wealth Management Group

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Vermillion & White Wealth Management Group from 13F filings

Historical chart of Vermillion & White Wealth Management Group 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 Vermillion & White Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Vermillion & White Wealth Management Group

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$35k	695	50.22
2024-06-30	$35k	695	50.31

More positions owned by Vermillion & White Wealth Management Group

Ishares Core S&p 500 Etf Uie (IVV)

Astoria Us Equal Wt Qlt Kings Etf Uie (ROE)

Wisdomtree Us Qlt Div Grw Etf Uie (DGRW)

Spdr Intrmdt Trm Crpratebnd Etf Uie (SPIB)

Spdr Port Inter Trm Trsry Etf Uie (SPTI)

Ishares Msci Usa Qlty Fact Etf Uie (QUAL)

Dimensional Intern Core Eqt Mkt Etf Uie (DFAI)

Ishares Msci Usa Min Volfctr Etf Uie (USMV)

Axs Astoria Inflation Sensitv Etf Uie (PPI)

Dimensional Core Fixed Income Etf Uie (DFCF)

Spdr Portfolio Dvlpd Wrld Ex-us Etf Uie (SPDW)

Wsdmtr Emrgng Mkt Qlt Div Gwth Etf Uie (DGRE)

Wisdomtree Inter Hdg Qlydiv Grt Etf Uie (IHDG)

Dimensional Shrt Drt Fxdincm Etf Uie (DFSD)

Doubleline Mortgage Etf Uie (DMBS)

View all positions for Vermillion & White Wealth Management Group

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors

Jpmorgan Chase & Co

Bank of America Corporation

LPL Financial

UBS Group

BIP Wealth

Serenus Wealth Advisors

Captrust Financial Advisors

Ameriprise Financial

Wells Fargo & Company

Royal Bank of Canada

Raymond James & Associates

Private Advisor

Raymond James Financial Services Advisors

HighTower Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z