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Wisdomtree Floating Rate Treasury Fund shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 246k 50.29
2023-12-31 $13M 248k 50.24
2023-09-30 $2.0M 39k 50.32
2023-06-30 $2.2M 43k 50.32
2023-03-31 $1.6M 32k 50.27
2022-12-31 $1.9M 37k 50.27

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View all positions for Calton & Associates

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
Signature Estate and Investment Advisors
Private Advisor
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund