Hobart Private Capital »

Wisdomtree Floating Rate Treasury Fund shares owned by Hobart Private Capital

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

Historical chart of Hobart Private 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 Hobart Private 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 Hobart Private Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 39k 50.29
2023-12-31 $8.0M 159k 50.24
2023-09-30 $6.3M 125k 50.32

More positions owned by Hobart Private Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard World Inf Tech Etf (VGT)
Spdr Ser Tr S&p Semicndctr (XSD)
Vanguard World Consum Dis Etf (VCR)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Wellington Us Quality (VFQY)
Select Sector Spdr Tr Technology (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Hobart Private Capital

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
BIP Wealth
Richard Bernstein Advisors
Captrust Financial Advisors
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
HighTower Advisors
Signature Estate and Investment Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund