Cassia Capital Partners »

Wisdomtree Floating Rate Treasury Fund shares owned by Cassia Capital Partners

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

Historical chart of Cassia 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 Cassia Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Cassia Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $27M 528k 50.22
2024-06-30 $28M 555k 50.31
2024-03-31 $25M 503k 50.29

More positions owned by Cassia Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Acwi Ex Us (ACWX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Goldman Sachs Etf Tr Future Tech Lead (GTEK)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Cassia Capital Partners

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