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
2024-03-31 $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)
Visa Com Cl A (V)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
Kinetik Holdings New Cl A (KNTK)
Chevron Corp New Com (CVX)
Donegal Group Cl A (DGICA)
Costco Whsl Corp New Com (COST)
Atmus Filtration Technologies Ord (ATMU)
Natural Alternatives Intl Com New (NAII)
Ishares Tr Core S&p500 Etf (IVV)
First Internet Bancorp (INBK)
Vanguard Specialized Funds Div App Etf (VIG)
New England Rlty Assoc Ltd P Depository Rcpt (NEN)

View all positions for Caldwell Sutter 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