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Wisdomtree Floating Rate Treasury Fund shares owned by Segment Wealth Management

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

Historical chart of Segment Wealth 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 Segment Wealth 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 Segment Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 43k 50.29
2023-12-31 $2.6M 51k 50.24
2023-09-30 $2.8M 56k 50.32
2023-06-30 $2.9M 58k 50.32
2023-03-31 $3.3M 66k 50.27
2022-12-31 $3.1M 62k 50.27

More positions owned by Segment Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
S&p Global (SPGI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Asml Holding N V N Y Registry Shs (ASML)
Exxon Mobil Corporation (XOM)
Intuit (INTU)
Novo-nordisk A S Adr (NVO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Stryker Corporation (SYK)

View all positions for Segment Wealth 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