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Wisdomtree Floating Rate Treasury Fund shares owned by Vilga Financial Planning

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

Historical chart of Vilga Financial Planning 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 Vilga Financial Planning 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 Vilga Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 4.4k 50.34
2025-12-31 $220k 4.4k 50.32

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View all positions for Vilga Financial Planning

Top funds holding Wisdomtree Floating Rate Treasury Fund

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