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Wisdomtree Floating Rate Treasury Fund shares owned by VitalStone Financial

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

Historical chart of VitalStone Financial investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by VitalStone 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 VitalStone Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 4.2k 50.22
2024-06-30 $207k 4.1k 50.31
2024-03-31 $306k 6.1k 50.31
2023-12-31 $124k 2.5k 50.16
2023-09-30 $220k 4.4k 50.49
2023-06-30 $2.1M 42k 49.18
2022-12-31 $8.0k 166 48.19

More positions owned by VitalStone Financial

Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Growth Etf Etf (VUG)
Vaneck Clo Etf Etf (CLOI)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Spdr Gold Shares Etf (GLD)
Vanguard S&p 500 Etf Etf (VOO)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Global Tech Etf Etf (IXN)

View all positions for VitalStone Financial

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund