Capital Advisors »

Wisdomtree Floating Rate Treasury Fund shares owned by Capital Advisors

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

Historical chart of Capital 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 Capital 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 23k 50.31
2023-12-31 $1.1M 23k 50.22
2023-09-30 $1.1M 23k 50.31
2023-06-30 $1.2M 24k 50.32
2023-03-31 $1.4M 28k 50.28
2022-12-31 $1.7M 33k 50.26
2022-09-30 $1.5M 31k 50.28
2022-06-30 $1.2M 24k 50.33
2022-03-31 $175k 3.5k 50.36