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Wisdomtree Floating Rate Treasury Fund shares owned by Yoder Wealth Management

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

Historical chart of Yoder Wealth Management 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 Yoder Wealth Management 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 Yoder Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.6M 132k 50.22
2024-06-30 $7.0M 138k 50.31
2024-03-31 $8.7M 173k 50.29
2023-12-31 $8.4M 168k 50.24
2023-09-30 $8.2M 163k 50.32
2023-06-30 $7.8M 155k 50.32
2023-03-31 $7.5M 148k 50.27

More positions owned by Yoder Wealth Management

Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Airbnb Com Cl A (ABNB)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)

View all positions for Yoder Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund