Warren Street Wealth Advisors »

Wisdomtree Floating Rate Treasury Fund shares owned by Warren Street Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Warren Street Wealth Advisors from 13F filings

Historical chart of Warren Street Wealth Advisors 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 Warren Street Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Warren Street Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 38k 50.29
2023-12-31 $1.3M 27k 50.24
2023-09-30 $481k 9.6k 50.32

More positions owned by Warren Street Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Em Ex St-owned (XSOE)
World Gold Tr Spdr Gld Minis (GLDM)
Wisdomtree Tr Enhncd Cmmdty St (GCC)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Chevron Corporation (CVX)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Calif Mun Bd Etf (CMF)
NVIDIA Corporation (NVDA)

View all positions for Warren Street Wealth Advisors

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