Goldenstone Wealth Management »

Wisdomtree Floating Rate Treasury Fund shares owned by Goldenstone Wealth Management

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

Historical chart of Goldenstone Wealth 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 Goldenstone Wealth Management 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 Goldenstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $15M 288k 50.32

More positions owned by Goldenstone Wealth Management

Innovator Etfs Trust Etf
Wisdomtree Tr Etf (USFR)
First Tr Exchng Traded Fd Vi Etf (BUFR)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchng Traded Fd Vi Etf (BUFZ)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Etf (BUFQ)
First Tr Exchange-traded Etf (SDVY)
Meta Platforms Cl A (META)
Applied Materials (AMAT)
Broadcom (AVGO)
Asml Holding N V N Y Registry Shs (ASML)

View all positions for Goldenstone Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund