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Guardian Asset Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Guardian Asset Advisors’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$330K Buy
+6,561
New +$331K 0.15% 94

Other funds holding USFR

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Guardian Asset Advisors's USFR Position: Q2 2026 in Review

Guardian Asset Advisors opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 6,561 shares worth $330K. The stake represents 0.15% of the portfolio and ranks #94 among its holdings.

225 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Guardian Asset Advisors held 6,561 shares of WisdomTree Floating Rate Treasury Fund worth $330K as of Q2 2026.
  • WisdomTree Floating Rate Treasury Fund was a new Guardian Asset Advisors position in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.15% of Guardian Asset Advisors's portfolio in Q2 2026, its #94 holding.
  • 225 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.