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Wisdomtree Floating Rate Treasury Fund shares owned by Cypress Capital

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

Historical chart of Cypress 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 Cypress 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 Cypress Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 562k 50.27
2025-06-30 $30M 601k 50.31
2025-03-31 $28M 565k 50.33
2024-12-31 $29M 571k 50.32
2024-09-30 $24M 472k 50.22
2024-06-30 $25M 490k 50.31

More positions owned by Cypress Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Tips Bd Etf (TIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Hdg Msci Eafe (HEFA)
International Business Machines (IBM)

View all positions for Cypress Capital

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
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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