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Wisdomtree Floating Rate Treasury Fund shares owned by Capasso Planning Partners

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

Historical chart of Capasso Planning Partners 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 Capasso Planning Partners 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 Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $673k 13k 50.29
2023-12-31 $773k 15k 50.24
2023-09-30 $218k 4.3k 50.32
2023-06-30 $216k 4.3k 50.32

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capasso Planning Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund