Wisdomtree Floating Rate Treasury Fund shares owned by Retirement Capital Strategies
Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Retirement Capital Strategies
from 13F filings
Historical chart of Retirement Capital Strategies investment in Wisdomtree Floating Rate Treasury Fund
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All positions including Wisdomtree Floating Rate Treasury Fund held by Retirement Capital Strategies 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 Retirement Capital Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 44k | 50.27 |
| 2025-06-30 | $2.2M | 44k | 50.31 |
| 2025-03-31 | $522k | 10k | 50.33 |
| 2024-12-31 | $522k | 10k | 50.32 |
| 2022-12-31 | $11M | 226k | 50.27 |
| 2022-09-30 | $12M | 230k | 50.28 |
More positions owned by Retirement Capital Strategies
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Top funds holding Wisdomtree Floating Rate Treasury Fund
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