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Wisdomtree Floating Rate Treasury Fund shares owned by Wealthquest

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

Historical chart of Wealthquest 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 Wealthquest 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 Wealthquest

Quarter filed Position value Share count Share price at filing
2023-12-31 $428k 8.5k 50.24
2023-09-30 $379k 7.5k 50.32
2023-06-30 $380k 7.5k 50.32
2023-03-31 $359k 7.1k 50.27
2022-12-31 $296k 5.9k 50.27

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Vanguard Large Cap ETF Etf (VV)
iShares Core MSCI EAFE Etf (IEFA)
Innovator US Equity 10 Buffer Etf (ZALT)
SPDR S&P 1500 Etf (SPTM)
Innovator Defined Wealth Shield Etf (BALT)
Vanguard Russell 1000 Growth Etf (VONG)
iShares Core S&P Mid Cap Etf (IJH)
American Finl Group Inc Ohio Stock (AFG)
Vanguard Mid Cap ETF Etf (VO)
DFA US Large Cap Vector Etf (DFVX)
Vanguard Small Cap ETF Etf (VB)
Vanguard Short Term Bond Etf (BSV)
DFA Short Duration Fixed Income Etf (DFSD)
Procter And Gamble Stock (PG)
DFA International Core Equity ETF Etf (DFAI)

View all positions for Wealthquest

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors
Jpmorgan Chase & Co
BIP Wealth
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
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund