WCG Wealth Advisors »

Wisdomtree Floating Rate Treasury Fund shares owned by WCG Wealth Advisors

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

Historical chart of WCG 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $18M 361k 50.29
2023-12-31 $16M 324k 50.24
2023-09-30 $14M 278k 50.32
2023-06-30 $1.8M 36k 50.32
2023-03-31 $686k 14k 50.30

More positions owned by WCG Wealth Advisors

Dbx Etf Tr Xtrackers S&p (SNPE)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
NVIDIA Corporation (NVDA)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Pimco Total Return Etf totl (BOND)
Amazon (AMZN)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for WCG 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