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Wisdomtree Floating Rate Treasury Fund shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital 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 Transcendent Capital 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.1M 160k 50.34

More positions owned by Transcendent Capital Group

Allianzim Buffer15 Uncapped Allocation Etf Allianzim Buf 15 (SPBU)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
The Wisdomtree Trust Fltg Rate Treasury Fund Floatng Rat Trea (USFR)
Apple (AAPL)
Ea Ser Tr Alpha Architect 1-3 Month Box Alpha Arch 1-3 (BOXX)
State Street Spdr Portfolio S&p Etf State Street Spd (SPYM)
Microsoft Corporation (MSFT)
F/m Us Treasury 6 Month Bill Etf Us Trsry 6 Mnth (XBIL)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Vanguard Large-cap Etf Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)

View all positions for Transcendent Capital Group

Top funds holding Wisdomtree Floating Rate Treasury Fund

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Wells Fargo & Company
Ameriprise Financial
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HighTower Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund