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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

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

Quarter filed Position value Share count Share price at filing
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)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Acwi Ex Us (ACWX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Goldman Sachs Etf Tr Future Tech Lead (GTEK)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Cassia 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