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Wisdomtree Floating Rate Treasury Fund shares owned by Interchange Capital Partners

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

Historical chart of Interchange 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 Interchange 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 Interchange Capital Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $356k 7.1k 50.32
2023-03-31 $250k 5.0k 50.27
2022-12-31 $220k 4.4k 50.27
2022-03-31 $222k 4.4k 50.15

More positions owned by Interchange Capital Partners

Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Amazon (AMZN)
Ishares Msci Eurzone Etf (EZU)

View all positions for Interchange Capital Partners

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
Signature Estate and Investment Advisors
Private Advisor
Raymond James Financial Services Advisors
Raymond James & Associates
Kiely Wealth Advisory Group

View all funds holding Wisdomtree Floating Rate Treasury Fund