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Wisdomtree Floating Rate Treasury Fund shares owned by Lunt Capital Management

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

Historical chart of Lunt 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 Lunt 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 Lunt Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $33M 652k 50.22
2024-06-30 $36M 717k 50.31
2024-03-31 $40M 786k 50.29
2023-12-31 $48M 951k 50.24
2023-09-30 $52M 1.0M 50.32
2023-06-30 $50M 986k 50.32

More positions owned by Lunt Capital Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Texas Pacific Land Corp (TPL)
First Tr Exchange-traded Lunt Us Factor (FCTR)
Pacer Fds Tr Lunt Mdcap Mlt (PAMC)
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Lunt Capital Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund