Altus Wealth Group
USFR icon

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
Q3 		$256K Buy
5,089
+42
+0.8% +$2.12K 0.1% 115
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Altus Wealth Group's USFR Position: Q3 2026 in Review

Altus Wealth Group increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 0.83% in Q3 2026, buying an estimated $2.12K and bringing the position to 5,089 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #115.

Altus Wealth Group first reported a position in USFR in Q1 2024 and has held it in 11 quarters since. The position peaked at $617K in Q2 2024. 429 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

  • Altus Wealth Group held 5,089 shares of WisdomTree Floating Rate Treasury Fund worth $256K as of Q3 2026.
  • Altus Wealth Group bought 42 WisdomTree Floating Rate Treasury Fund shares in Q3 2026, an estimated $2.12K.
  • WisdomTree Floating Rate Treasury Fund made up 0.1% of Altus Wealth Group's portfolio in Q3 2026, its #115 holding.
  • Altus Wealth Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2024 and has held it in 11 quarters since.
  • Altus Wealth Group's WisdomTree Floating Rate Treasury Fund position peaked at $617K in Q2 2024.
  • 429 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.