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Wisdomtree Floating Rate Treasury Fund shares owned by Financial Security Advisor

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

Historical chart of Financial Security Advisor 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 Financial Security Advisor 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 Financial Security Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 257k 50.29
2023-12-31 $10M 201k 50.24
2023-09-30 $746k 15k 50.32

More positions owned by Financial Security Advisor

Capital Group Growth ETF Exchange Traded Fund (CGGR)
Invesco S&P 500 Pure Growth ETF Exchange Traded Fund (RPG)
SPDR Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)
Berkshire Hathaway Inc Cl B Common Stock (BRK.B)
Wisdomtree Floating Rate Treasury Fund Exchange Traded Fund (USFR)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Johnson & Johnson Common Stock (JNJ)
SPDR S&P 600 Small Cap Growth ETF Exchange Traded Fund (SLYG)
Alphabet Inc Cl A Common Stock (GOOGL)
Exxon Mobil Corp Common Stock (XOM)
McDonalds Corp Common Stock (MCD)
Cisco Systems Common Stock (CSCO)
SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPLG)

View all positions for Financial Security Advisor

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