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Wisdomtree Floating Rate Treasury Fund shares owned by Moloney Securities Asset Management

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

Historical chart of Moloney Securities Asset 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 Moloney Securities Asset 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 Moloney Securities Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 70k 50.29
2023-12-31 $3.2M 63k 50.24
2023-09-30 $886k 18k 50.32
2023-06-30 $480k 9.5k 50.32
2023-03-31 $422k 8.4k 50.27

More positions owned by Moloney Securities Asset Management

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iShares S&P 500 Index (IVV)
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iShares Lehman Aggregate Bond (AGG)
Invesco Qqq Trust Series 1 (QQQ)
Berkshire Hathaway (BRK.B)
Vanguard Total Stock Market ETF (VTI)
Invesco Senior Loan Etf otr (BKLN)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
RBB (TBIL)
Spdr S&p 500 Etf (SPY)
Alphabet Inc Class A cs (GOOGL)
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG)
Exxon Mobil Corporation (XOM)

View all positions for Moloney Securities Asset Management

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