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Wisdomtree Floating Rate Treasury Fund shares owned by VestGen Advisors

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

Historical chart of VestGen Advisors 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 VestGen Advisors 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 VestGen Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 79k 50.27
2025-06-30 $3.3M 65k 50.33

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Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Palantir Technologies Cl A (PLTR)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for VestGen Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

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

View all funds holding Wisdomtree Floating Rate Treasury Fund