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Wisdomtree Floating Rate Treasury Fund shares owned by Carmel Capital Partners

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

Historical chart of Carmel Capital 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 Carmel Capital 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 Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $46M 917k 50.29
2023-12-31 $25M 506k 50.24
2023-09-30 $40M 799k 50.32
2023-06-30 $37M 740k 50.32
2023-03-31 $27M 546k 50.27
2022-12-31 $29M 567k 50.27

More positions owned by Carmel Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Home Depot (HD)
Lennar Corp Cl A (LEN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vaneck Etf Trust Preferred Securt (PFXF)
Lennar Corp CL B (LEN.B)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Qualcomm (QCOM)
Starwood Property Trust (STWD)
Occidental Petroleum Corporation (OXY)
Oracle Corporation (ORCL)

View all positions for Carmel Capital Partners

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