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Advisory Solutions Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Advisory Solutions Group’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
Q3 		$1.3M Buy
25,847
+1,524
+6% +$76.9K 0.28% 92
2026
Q2 		$1.22M Buy
+24,323
New +$1.23M 0.42% 58

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Advisory Solutions Group's USFR Position: Q3 2026 in Review

Advisory Solutions Group increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 6.3% in Q3 2026, buying an estimated $76.9K and bringing the position to 25,847 shares worth $1.3M. The position accounts for 0.28% of the portfolio, ranked #92.

Advisory Solutions Group first reported a position in USFR in Q2 2026 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

  • Advisory Solutions Group held 25,847 shares of WisdomTree Floating Rate Treasury Fund worth $1.3M as of Q3 2026.
  • Advisory Solutions Group bought 1,524 WisdomTree Floating Rate Treasury Fund shares in Q3 2026, an estimated $76.9K.
  • WisdomTree Floating Rate Treasury Fund made up 0.28% of Advisory Solutions Group's portfolio in Q3 2026, its #92 holding.
  • Advisory Solutions Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2026 and has held it in 2 quarters since.
  • 578 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.