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Wisdomtree Floating Rate Treasury Fund shares owned by Watchman Group

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

Historical chart of Watchman 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 Watchman 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 Watchman Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 23k 50.27
2025-06-30 $1.1M 21k 50.31
2025-03-31 $925k 18k 50.33
2024-12-31 $202k 4.0k 50.32
2024-09-30 $225k 4.5k 50.22

More positions owned by Watchman Group

Simplify Exchange Traded Fun Mbs Etf (MTBA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
T Rowe Price Etf Small Mid Cap (TMSL)
Etf Opportunities Trust Applied Fina Val (VSLU)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Amphenol Corp Cl A (APH)

View all positions for Watchman Group

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
Morgan Stanley
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund