Howard Capital Management »

Wisdomtree Floating Rate Treasury Fund shares owned by Howard Capital Management

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

Historical chart of Howard Capital Management 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 Howard Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Howard Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.3M 165k 50.31
2024-03-31 $8.6M 171k 50.29
2023-12-31 $9.7M 194k 50.24
2023-09-30 $8.4M 168k 50.32
2023-06-30 $14M 269k 50.32
2023-03-31 $15M 288k 50.27

More positions owned by Howard Capital Management

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Us Aggbd Et (AGG)
Proshares Tr Ultrapro Qqq (TQQQ)
Broadcom (AVGO)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Proshares Tr Pshs Ultra Qqq (QLD)

View all positions for Howard Capital Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Morgan Stanley
Summit Trail Advisors
Jpmorgan Chase & Co
LPL Financial
BIP Wealth
Captrust Financial Advisors
Richard Bernstein Advisors
Wells Fargo & Company
Royal Bank of Canada
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Camden Capital
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund