Caldwell Sutter Capital »

Wisdomtree Floating Rate Treasury Fund shares owned by Caldwell Sutter Capital

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

Historical chart of Caldwell Sutter 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 Caldwell Sutter 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 Caldwell Sutter Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $500k 9.9k 50.22
2024-06-30 $531k 11k 50.31
2024-03-31 $436k 8.7k 50.29
2023-12-31 $323k 6.4k 50.24
2023-09-30 $206k 4.1k 50.32
2023-06-30 $30k 601 50.32

More positions owned by Caldwell Sutter Capital

Apple (AAPL)
Msa Safety Inc equity (MSA)
Microsoft Corporation (MSFT)
Kinetik Holdings New Cl A (KNTK)
Visa Com Cl A (V)
Caterpillar (CAT)
Donegal Group Cl A (DGICA)
Costco Whsl Corp New Com (COST)
Perma-pipe International (PPIH)
Ishares Tr Core S&p500 Etf (IVV)
Chevron Corp New Com (CVX)
FirstSun Capital Bancorp (FSUN)
Vanguard Specialized Funds Div App Etf (VIG)
First Internet Bancorp (INBK)
Modine Manufacturing (MOD)

View all positions for Caldwell Sutter Capital

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Jpmorgan Chase & Co
Summit Trail Advisors
Bank of America Corporation
LPL Financial
BIP Wealth
Captrust Financial Advisors
Wells Fargo & Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors
Cetera Investment Advisers

View all funds holding Wisdomtree Floating Rate Treasury Fund