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Wisdomtree Floating Rate Treasury Fund shares owned by Sierra Capital

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

Historical chart of Sierra Capital 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 Sierra Capital 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 Sierra Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 28k 50.27
2025-06-30 $1.4M 28k 50.30

More positions owned by Sierra Capital

Vanguard S&P 500 ETF Etf (VOO)
iShares MSCI EMU UCITS ETF Etf (XMTIF)
iShares $ Short Duration Corp Bond UCITS ETF Etf (ISVQF)
iShares S&P 500 Equal Weight UCITS ETF Etf (IEQWF)
Apple Common Stock (AAPL)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
iShares Core S&P 500 UCITS ETF Etf (CSTNL)
iShares MSCI USA Small Cap UCITS ETF Etf (CPLCF)
iShares MSCI EM ex-China UCITS ETF Etf (IXSRF)
iShares US Mortgage Backed Securities UCITS ETF Etf (IMBXF)
iShares S&P 500 Swap UCITS ETF USD Etf
Vanguard Mid-Cap ETF Etf (VO)
iShares MSCI ACWI UCITS ETF Etf (ISVVF)
iShares $ Floating Rate Bond UCITS ETF Etf (IVSRF)
iShares Core S&P 500 ETF Etf (IVV)

View all positions for Sierra Capital

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