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Wisdomtree Floating Rate Treasury Fund shares owned by WESCAP Management

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

Historical chart of WESCAP 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 WESCAP 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 WESCAP Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 34k 50.27
2025-06-30 $1.7M 34k 50.31
2025-03-31 $1.9M 39k 50.33
2024-12-31 $1.7M 35k 50.32
2024-09-30 $1.7M 35k 50.22
2024-06-30 $1.7M 34k 50.31

More positions owned by WESCAP Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Series Trust Bloomberg Invt (FLRN)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for WESCAP 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