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Wisdomtree Floating Rate Treasury Fund shares owned by Patten

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

Historical chart of Patten investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Patten 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 Patten

Quarter filed Position value Share count Share price at filing
2026-09-30 $827k 16k 50.39

More positions owned by Patten

NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Coca-Cola Company (KO)
Visa Com Cl A (V)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Raytheon Technologies Corp (RTX)

View all positions for Patten

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Raymond James Financial
BIP Wealth
UBS Group
3EDGE Asset Management
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Morton Capital Management
Royal Bank of Canada
HighTower Advisors
Serenus Wealth Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund