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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
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)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vaneck Clo Etf Etf (CLOI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Value Etf Etf (VTV)
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)
Invesco Ultra Short Duration Etf Etf (GSY)
Ishares National Muni Bond Etf Etf (MUB)
Vaneck Oil Services Etf Etf (OIH)
Vanguard Growth Etf Etf (VUG)
Ishares Global Tech Etf Etf (IXN)

View all positions for VitalStone Financial

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund