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USFRUSFR
3 quarters

Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in WISDOMTREE FLOATING RATE TRE

Williams Jones Wealth Management, LLC. previously held 0 shares of USFR (WISDOMTREE FLOATING RATE TRE), worth $0 as of 2026-Q2.

Final Value

$0

Final Shares

0

Total Value Change

-$235,145

Total Shares Change

-4,673

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Exited
0
-100.0%
$00.0%$50.19
0
2026-Q1
Unchanged
4,673
0.0%
$235,2390.0%$49.72
0
2025-Q4
New
4,673
-
$235,1450.0%$49.26
32

Other major holders of USFR: AMERIPRISE FINANCIAL INC, Merit Financial Group, LLC

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