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Wisdomtree Floating Rate Treasury Fund shares owned by Cypress Capital Advisors

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

Historical chart of Cypress Capital Advisors 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 Cypress Capital Advisors 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 Cypress Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6M 132k 50.27
2025-06-30 $7.0M 140k 50.31
2025-03-31 $6.4M 128k 50.33
2024-12-31 $7.0M 140k 50.32

More positions owned by Cypress Capital Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Ishares Tr Tips Bd Etf (TIP)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Value Etf (VTV)

View all positions for Cypress Capital Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund