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Altus Wealth Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Altus Wealth 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
Q2 		$254K Sell
5,047
-660
-12% -$33.3K 0.09% 125
2026
Q1 		$287K Buy
5,707
+276
+5% +$13.9K 0.12% 108
2025
Q4 		$273K Sell
5,431
-1,222
-18% -$61.5K 0.11% 112
2025
Q3 		$334K Sell
6,653
-806
-11% -$40.6K 0.14% 102
2025
Q2 		$375K Sell
7,459
-834
-10% -$42K 0.17% 95
2025
Q1 		$417K Sell
8,293
-183
-2% -$9.22K 0.2% 92
2024
Q4 		$427K Sell
8,476
-584
-6% -$29.4K 0.19% 101
2024
Q3 		$455K Sell
9,060
-3,198
-26% -$161K 0.19% 91
2024
Q2 		$617K Buy
12,258
+1,996
+19% +$101K 0.31% 71
2024
Q1 		$516K Buy
+10,262
New +$517K 0.26% 84

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Altus Wealth Group's USFR Position: Q2 2026 in Review

Altus Wealth Group reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 12% in Q2 2026, selling an estimated $33.3K and leaving 5,047 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #125.

Altus Wealth Group first reported a position in USFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $617K in Q2 2024. 271 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Altus Wealth Group held 5,047 shares of WisdomTree Floating Rate Treasury Fund worth $254K as of Q2 2026.
  • Altus Wealth Group sold 660 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $33.3K.
  • WisdomTree Floating Rate Treasury Fund made up 0.09% of Altus Wealth Group's portfolio in Q2 2026, its #125 holding.
  • Altus Wealth Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2024 and has held it in 10 quarters since.
  • Altus Wealth Group's WisdomTree Floating Rate Treasury Fund position peaked at $617K in Q2 2024.
  • 271 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.