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Wisdomtree Floating Rate Treasury Fund shares owned by Town Capital

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

Historical chart of Town 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 Town 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 Town Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.1M 122k 50.34
2025-12-31 $4.8M 96k 50.32

More positions owned by Town Capital

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Spdr Series Trust State Street Spd (SPYG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Series Trust State Street Spd (SPTL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Msci Usa Mmentm (MTUM)
Blackrock Etf Trust Ishares Us Thema (THRO)
Global X Fds Defense Tech Etf (SHLD)
Blackrock Etf Trust Ishares Large Ca (BLCR)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Town Capital

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
BIP Wealth
UBS Group
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Serenus Wealth Advisors
HighTower Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund