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Wisdomtree Floating Rate Treasury Fund shares owned by We Are One Seven

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by We Are One Seven from 13F filings

Historical chart of We Are One Seven investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by We Are One Seven 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 We Are One Seven

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.3M 65k 50.31
2024-03-31 $3.1M 62k 50.29
2023-12-31 $3.2M 64k 50.24
2023-09-30 $5.5M 110k 50.32
2023-03-31 $13M 258k 50.27

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Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Morgan Stanley
Summit Trail Advisors
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
BIP Wealth
Captrust Financial Advisors
Richard Bernstein Advisors
Wells Fargo & Company
Royal Bank of Canada
Camden Capital
Raymond James & Associates
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund