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Wisdomtree Floating Rate Treasury Fund shares owned by GenWealth Group

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

Historical chart of GenWealth Group 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 GenWealth Group 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 GenWealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $444k 8.8k 50.27
2025-06-30 $320k 6.4k 50.31
2025-03-31 $294k 5.8k 50.33
2024-12-31 $212k 4.2k 50.32
2024-09-30 $211k 4.2k 50.22
2024-03-31 $236k 4.7k 50.29

More positions owned by GenWealth Group

Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Wisdomtree Tr Blmbg Us Bull (USDU)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for GenWealth Group

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
LPL Financial
UBS Group
Captrust Financial Advisors
Raymond James Financial
BIP Wealth
Ameriprise Financial
Serenus Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
HighTower Advisors
IHT Wealth Management
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund