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Wisdomtree Floating Rate Treasury Fund shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management 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 Zrc Wealth Management 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 717 50.27
2025-06-30 $34k 667 50.31
2025-03-31 $34k 667 50.33
2024-12-31 $34k 667 50.32

More positions owned by Zrc Wealth Management

Ishares Tr Core Univrsl Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Schwab Strategic Tr Us Reit Etf (SCHH)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Zrc Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

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Wells Fargo & Company
Private Advisor
HighTower Advisors
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View all funds holding Wisdomtree Floating Rate Treasury Fund