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Wisdomtree Floating Rate Treasury Fund shares owned by Guidance Capital

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

Historical chart of Guidance 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 Guidance 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 Guidance Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 32k 50.48
2024-09-30 $1.6M 32k 50.38
2024-06-30 $1.7M 34k 50.28
2024-03-31 $1.8M 36k 50.44
2023-12-31 $1.8M 36k 50.26
2023-09-30 $1.8M 35k 50.33
2023-06-30 $1.7M 34k 50.43

More positions owned by Guidance Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Ultra Short-term (ICSH)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Microsoft Corporation (MSFT)
Ishares Silver Tr Ishares (SLV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Guidance Capital

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Serenus Wealth Advisors
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund