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Wisdomtree Floating Rate Treasury Fund shares owned by Guardian Asset Advisors

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

Historical chart of Guardian Asset 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 Guardian Asset 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 Guardian Asset Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $330k 6.6k 50.36

More positions owned by Guardian Asset Advisors

Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Spdr Series Trust St Inter Bd Etf (SPIB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Vertiv Holdings Com Cl A (VRT)
Wal-Mart Stores (WMT)
Ishares Tr Msci Usa Min Etf (USMV)
Eli Lilly & Co. (LLY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Guardian Asset Advisors

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
Summit Trail Advisors
NewEdge Wealth
Raymond James Financial
BIP Wealth
UBS Group
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
HighTower Advisors
Serenus Wealth Advisors
Howard Capital Management

View all funds holding Wisdomtree Floating Rate Treasury Fund