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Wisdomtree Floating Rate Treasury Fund shares owned by BDFS Capital

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

Historical chart of BDFS 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 BDFS Capital 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 BDFS Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 33k 50.32

More positions owned by BDFS Capital

First Tr Exchange-traded First Tr Enh New (FTSM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
John Hancock Exchange Traded Preferred Income (JHPI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Northrop Grumman Corporation (NOC)

View all positions for BDFS Capital

Top funds holding Wisdomtree Floating Rate Treasury Fund

Jpmorgan Chase & Co
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
UBS Group
BIP Wealth
Ameriprise Financial
Royal Bank of Canada
Wells Fargo & Company
Serenus Wealth Advisors
HighTower Advisors
Cetera Investment Advisers
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund