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Wisdomtree Floating Rate Treasury Fund shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory 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 VisionPoint Advisory Group 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 VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 4.8k 50.22
2024-06-30 $215k 4.3k 50.31
2024-03-31 $222k 4.4k 50.29
2023-12-31 $325k 6.5k 50.24
2023-09-30 $340k 6.8k 50.32
2023-06-30 $37k 728 50.32

More positions owned by VisionPoint Advisory Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Philip Morris International (PM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Ser Tr S&p Divid Etf (SDY)
Deere & Company (DE)
Ishares Tr Mortge Rel Etf (REM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Baxter International (BAX)
Fiserv (FI)
Avantor (AVTR)
Apple (AAPL)

View all positions for VisionPoint Advisory Group

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund