Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Guided Capital Wealth Management »

Wisdomtree Floating Rate Treasury Fund shares owned by Guided Capital Wealth Management

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

Historical chart of Guided Capital 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 Guided Capital Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Guided Capital Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$13M	266k	50.27
2025-06-30	$12M	239k	50.31
2025-03-31	$14M	274k	50.33
2024-12-31	$25M	496k	50.32

More positions owned by Guided Capital Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)

Ishares Tr Msci Usa Qlt Fct (QUAL)

J P Morgan Exchange Traded F Active Growth (JGRO)

Ishares Tr Russell 2000 Etf (IWM)

Pimco Etf Tr Multisector Bd (PYLD)

J P Morgan Exchange Traded F Active Bond Etf (JBND)

First Tr Exchng Traded Fd Vi Securitized Plus (DEED)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

First Tr Exchange Traded Rba Indl Etf (AIRR)

J P Morgan Exchange Traded F U S Tech Leaders (JTEK)

Palantir Technologies Cl A (PLTR)

NVIDIA Corporation (NVDA)

First Tr Exchange-traded SHS (QTEC)

Microsoft Corporation (MSFT)

Carpenter Technology Corporation (CRS)

View all positions for Guided Capital Wealth Management

Top funds holding Wisdomtree Floating Rate Treasury Fund

Summit Trail Advisors

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z