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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

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

Quarter filed Position value Share count Share price at filing
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)
Vanguard Index Fds Growth Etf (VUG)
Broadcom (AVGO)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
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
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund