Sykon Capital »

Wisdomtree Floating Rate Treasury Fund shares owned by Sykon Capital

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

Historical chart of Sykon 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 Sykon Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Sykon Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $20M 398k 50.31
2024-03-31 $4.0M 79k 50.29
2023-12-31 $19M 374k 50.24
2023-09-30 $40M 792k 50.32

More positions owned by Sykon Capital

Wisdomtree Tr Floatng Rat Trea (USFR)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Schwab Strategic Tr Long Term Us (SCHQ)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg Invt (FLRN)
Proshares Tr Short Qqq (PSQ)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Sykon Capital

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund