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Wisdomtree Floating Rate Treasury Fund shares owned by Cascades Capital Asset Management

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

Historical chart of Cascades Capital Asset Management 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 Cascades Capital Asset Management 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 Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 94k 50.22

More positions owned by Cascades Capital Asset Management

Vanguard S&P 500 ETF Common Equity (VOO)
Vanguard S&P 500 Value Common Equity (VOOV)
Vanguard Dividend Appreciation ETF Common Equity (VIG)
Microsoft Corp Common Equity (MSFT)
Apple Common Equity (AAPL)
Nvidia Corp Common Equity (NVDA)
Vanguard Growth ETF Common Equity (VUG)
Unitedhealth Group Common Equity (UNH)
Wisdomtree Floating Rate Treasury ETF Common Equity (USFR)
Wisdomtree US Quality Dividend Common Equity (DGRW)
S P D R S&p 500 Etf Common Equity (SPY)
Vanguard Mid Cap Index ETF Common Equity (VO)
Alphabet Inc Class A Common Equity (GOOGL)
Pacer Swan SOS Fund Of Funds Common Equity (PSFF)
Lilly Eli & Company Common Equity (LLY)

View all positions for Cascades Capital Asset Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund