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Wisdomtree Floating Rate Treasury Fund shares owned by Avestar Capital

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

Historical chart of Avestar Capital 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 Avestar Capital 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 Avestar Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 336k 50.29
2023-12-31 $25M 506k 50.24
2023-09-30 $6.8M 135k 50.32
2023-06-30 $7.4M 146k 50.32
2023-03-31 $4.5M 89k 50.27

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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Ishares Tr Blackrock Ultra (ICSH)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Avestar Capital

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
BIP Wealth
Richard Bernstein Advisors
Captrust Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
HighTower Advisors
Signature Estate and Investment Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund