Wisdomtree Floating Rate Treasury Fund shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Wisdomtree Floating Rate Treasury Fund
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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $71M | 1.4M | 50.22 |
| 2024-06-30 | $37M | 726k | 50.31 |
| 2024-03-31 | $38M | 755k | 50.29 |
| 2023-12-31 | $43M | 848k | 50.24 |
| 2023-09-30 | $44M | 878k | 50.32 |
| 2023-06-30 | $35M | 703k | 50.32 |
| 2023-03-31 | $52M | 1.0M | 50.27 |
| 2022-12-31 | $42M | 831k | 50.27 |
| 2022-09-30 | $26M | 520k | 50.28 |
| 2022-06-30 | $14M | 285k | 50.33 |
| 2022-03-31 | $11M | 223k | 50.28 |
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