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Wisdomtree Floating Rate Treasury Fund shares owned by Melone Private Wealth

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

Historical chart of Melone Private Wealth 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 Melone Private Wealth 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 Melone Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 137k 50.29
2023-12-31 $5.2M 103k 50.24
2023-09-30 $2.2M 44k 50.32
2023-06-30 $1.6M 32k 50.32

More positions owned by Melone Private Wealth

Wisdomtree Tr Us Midcap Divid (DON)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Nuveen Municipal Credit Com Sh Ben Int (NZF)
Wisdomtree Tr Us Total Dividnd (DTD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Spdr Ser Tr Portfolio Crport (SPBO)
Nuveen Mun High Income Opp F (NMZ)
Nuveen (NMCO)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for Melone Private Wealth

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