Palo Alto Wealth Advisors »

Wisdomtree Floating Rate Treasury Fund shares owned by Palo Alto Wealth Advisors

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

Historical chart of Palo Alto Wealth Advisors 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 Palo Alto Wealth Advisors 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 Palo Alto Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.8M 175k 50.29
2023-12-31 $10M 202k 50.24
2023-09-30 $8.5M 170k 50.32
2023-06-30 $5.4M 108k 50.32
2023-03-31 $4.6M 92k 50.27
2022-12-31 $4.5M 90k 50.27

More positions owned by Palo Alto Wealth Advisors

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Alphabet Cap Stk Cl A (GOOGL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Qualty (IQLT)
Kraneshares Trust California Carb (KCCA)
Amazon (AMZN)

View all positions for Palo Alto Wealth Advisors

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