Acorn Creek Capital »

Wisdomtree Floating Rate Treasury Fund shares owned by Acorn Creek Capital

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

Historical chart of Acorn Creek Capital 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 Acorn Creek Capital 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 Acorn Creek Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.6M 191k 50.29
2023-12-31 $10M 202k 50.24

More positions owned by Acorn Creek Capital

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Gold Tr Gold Shs (GLD)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Inf Tech Etf (VGT)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Acorn Creek Capital

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