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Wisdomtree Floating Rate Treasury Fund shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 68k 50.29
2023-12-31 $3.6M 72k 50.24
2023-09-30 $4.0M 79k 50.32
2023-06-30 $5.6M 112k 50.32
2023-03-31 $5.7M 113k 50.27
2022-12-31 $5.7M 114k 50.27
2022-09-30 $2.1M 41k 50.28
2022-06-30 $5.5M 109k 50.33
2022-03-31 $5.5M 109k 50.28