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Wisdomtree Floating Rate Treasury Fund shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Wisdomtree Floating Rate Treasury Fund

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All positions including Wisdomtree Floating Rate Treasury Fund held by Guardian Wealth Advisors, Llc / Nc 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 Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.5M 169k 50.22
2024-06-30 $12M 231k 50.31
2024-03-31 $4.7M 94k 50.29
2023-12-31 $4.6M 92k 50.24

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Microsoft Corporation (MSFT)
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View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding Wisdomtree Floating Rate Treasury Fund

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Bank of America Corporation
LPL Financial
UBS Group
BIP Wealth
Serenus Wealth Advisors
Captrust Financial Advisors
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Raymond James & Associates
Private Advisor
Raymond James Financial Services Advisors
HighTower Advisors

View all funds holding Wisdomtree Floating Rate Treasury Fund