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Wisdomtree Floating Rate Treasury Fund shares owned by XY Planning Network

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

Historical chart of XY Planning Network 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 XY Planning Network 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 XY Planning Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 25k 50.31
2025-06-30 $1.3M 25k 50.31
2025-03-31 $1.1M 23k 50.33
2024-12-31 $1.1M 21k 50.32

More positions owned by XY Planning Network

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for XY Planning Network

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