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Wisdomtree Floating Rate Treasury Fund shares owned by Client First Capital

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

Historical chart of Client First Capital 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 Client First Capital 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 Client First Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 505k 50.27
2025-06-30 $21M 415k 50.31
2025-03-31 $503k 10k 50.33

More positions owned by Client First Capital

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Short Treas Bd (SHV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr S&p 100 Etf (OEF)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Large Cap Max Bu (SMAX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr National Mun Etf (MUB)

View all positions for Client First Capital

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
BIP Wealth
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund