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Wisdomtree Floating Rate Treasury Fund shares owned by Pallas Capital Advisors

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

Historical chart of Pallas Capital Advisors 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 Pallas Capital Advisors 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 Pallas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0M 138k 50.29
2023-12-31 $9.0M 179k 50.24
2023-09-30 $11M 216k 50.32

More positions owned by Pallas Capital Advisors

Bruker Corporation (BRKR)
Global Partners Com Units (GLP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Principal Exchange Traded Spectrum Pfd (PREF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Broadcom (AVGO)

View all positions for Pallas Capital Advisors

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