Guardian Wealth Advisors (North Carolina)’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2025 Q3	$19M	Buy
2025 Q2	$14.8M	Sell
2025 Q1	$21.2M	Buy
2024 Q4	$21M	Buy
2024 Q3	$8.47M	Sell
2024 Q2	$11.6M	Buy
2024 Q1	$4.73M	Buy
2023 Q4	$4.61M	Buy