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Wisdomtree Floating Rate Treasury Fund shares owned by Fidelis Capital Partners

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

Historical chart of Fidelis 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 Fidelis 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 Fidelis Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $455k 9.0k 50.27
2025-06-30 $456k 9.0k 50.36
2025-03-31 $455k 9.0k 50.29
2024-12-31 $959k 19k 50.36
2024-09-30 $960k 19k 50.40
2024-06-30 $959k 19k 50.33

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View all positions for Fidelis Capital Partners

Top funds holding Wisdomtree Floating Rate Treasury Fund

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HighTower Advisors
IHT Wealth Management

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