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Wisdomtree Floating Rate Treasury Fund shares owned by Capital Investment Advisory Services

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

Historical chart of Capital Investment Advisory Services 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 Capital Investment Advisory Services 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 Capital Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0M 120k 50.27
2025-06-30 $5.7M 113k 50.31
2025-03-31 $5.6M 112k 50.33
2024-12-31 $5.5M 109k 50.32
2024-09-30 $5.5M 110k 50.22
2024-06-30 $11M 210k 50.31
2024-03-31 $3.1M 61k 50.29
2023-12-31 $2.4M 48k 50.24
2023-09-30 $2.2M 43k 50.32
2023-06-30 $1.1M 21k 50.32
2023-03-31 $1.0M 20k 50.27
2022-12-31 $1.0M 20k 50.27