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Acumen Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Acumen Wealth 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 		$426K Sell
8,465
-12,084
-59% -$609K 0.09% 84
2026
Q1 		$1.03M Sell
20,549
-47,935
-70% -$2.42M 0.28% 62
2025
Q4 		$3.45M Buy
+68,484
New +$3.45M 0.99% 33

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acumen Wealth Advisors's USFR Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 59% in Q2 2026, selling an estimated $609K and leaving 8,465 shares worth $426K. The position accounts for 0.09% of the portfolio, ranked #84.

Acumen Wealth Advisors first reported a position in USFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.45M in Q4 2025. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Acumen Wealth Advisors held 8,465 shares of WisdomTree Floating Rate Treasury Fund worth $426K as of Q2 2026.
  • Acumen Wealth Advisors sold 12,084 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $609K.
  • WisdomTree Floating Rate Treasury Fund made up 0.09% of Acumen Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Acumen Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $3.45M in Q4 2025.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.