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Wisdomtree Floating Rate Treasury Fund shares owned by Morton Capital Management

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

Historical chart of Morton Capital 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 Morton Capital 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 Morton Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 230k 50.29
2023-12-31 $10M 200k 50.24
2023-09-30 $3.1M 61k 50.32
2023-06-30 $774k 15k 50.32
2023-03-31 $765k 15k 50.27

More positions owned by Morton Capital Management

Vaneck Merk Gold Tr Gold Trust (OUNZ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Trust For Professional Man Crossingbrdg Pre (SPC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Gold Tr Ishares New (IAU)
Vaneck Etf Trust Natural Resourc (HAP)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)

View all positions for Morton Capital Management

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