BCJ Capital Management »

Wisdomtree Floating Rate Treasury Fund shares owned by BCJ Capital Management

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

Historical chart of BCJ Capital Management 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 BCJ Capital Management 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 BCJ Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $758k 15k 50.24
2023-09-30 $16M 321k 50.32
2023-06-30 $536k 11k 50.32
2023-03-31 $472k 9.4k 50.27
2022-12-31 $319k 6.3k 50.27
2022-09-30 $327k 6.5k 50.30
2022-06-30 $286k 5.7k 50.30

More positions owned by BCJ Capital Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for BCJ Capital Management

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