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Strategic Financial Concepts »

Wisdomtree Floating Rate Treasury Fund shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$3.0M	60k	50.29
2023-12-31	$1.8M	36k	50.24
2023-09-30	$3.3M	66k	50.32
2023-06-30	$1.6M	33k	50.32
2023-03-31	$230k	4.6k	50.27

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View all positions for Strategic Financial Concepts

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors

Bank of America Corporation

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

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