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Wisdomtree Floating Rate Treasury Fund shares owned by Catalina Capital Group

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

Historical chart of Catalina Capital Group 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 Catalina Capital Group 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 Catalina Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 226k 50.29
2023-12-31 $11M 218k 50.24

More positions owned by Catalina Capital Group

Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Starbucks Corporation (SBUX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Coca-Cola Company Put Option (KO)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for Catalina Capital Group

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
BIP Wealth
Richard Bernstein Advisors
Captrust Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
HighTower Advisors
Signature Estate and Investment Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund