Blue Investment Partners »

Wisdomtree Floating Rate Treasury Fund shares owned by Blue Investment Partners

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

Historical chart of Blue Investment Partners 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 Blue Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Blue Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 87k 50.29

More positions owned by Blue Investment Partners

Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Bank of America Corporation (BAC)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Blue Investment Partners

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