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Wisdomtree Floating Rate Treasury Fund shares owned by Permanent Capital Management

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

Historical chart of Permanent 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 Permanent 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 Permanent Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 419k 50.27
2025-03-31 $25M 495k 50.33
2024-12-31 $24M 475k 50.32
2024-06-30 $25M 498k 50.31

More positions owned by Permanent Capital Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Aurora Innovation Class A Com (AUR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Acwi Etf (ACWI)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)

View all positions for Permanent Capital Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
Morgan Stanley
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management

View all funds holding Wisdomtree Floating Rate Treasury Fund