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Wisdomtree Floating Rate Treasury Fund shares owned by Cobblestone Capital Advisors

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

Historical chart of Cobblestone 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 Cobblestone Capital Advisors 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 Cobblestone Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 21k 50.24
2023-09-30 $770k 15k 50.32
2023-06-30 $511k 10k 50.32
2023-03-31 $509k 10k 50.27
2022-12-31 $487k 9.7k 50.27

More positions owned by Cobblestone Capital Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Visa Com Cl A (V)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Markel Corporation (MKL)

View all positions for Cobblestone Capital Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund