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Archetype Wealth Partners »

Wisdomtree Floating Rate Treasury Fund shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$8.4M	167k	50.24
2023-09-30	$7.5M	149k	50.32

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)

Ishares National Muni Bond Etf Etf (MUB)

Vanguard Total Bond Market Etf Etf (BND)

Ishares Core Msci Eafe Etf Etf (IEFA)

Spdr S&p 500 Etf Trust Etf (SPY)

Vanguard Short-term Corporate Bond Etf Etf (VCSH)

Vanguard High Dividend Yield Index Etf Etf (VYM)

Spdr Gold Shares Etf (GLD)

Ishares Core S&p Mid-cap Etf Etf (IJH)

Ishares Core Msci Emerging Markets Etf Etf (IEMG)

Vanguard Mid-cap Etf Etf (VO)

Ishares Core S&p Small Cap Etf Etf (IJR)

Vanguard International High Dividend Yield Etf Etf (VYMI)

Wisdomtree Floating Rate Treasury Fund Etf (USFR)

First Trust North American Energy Infrastructure Fund Etf (EMLP)

View all positions for Archetype Wealth Partners

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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