AIC
USFR icon

Archer Investment Corporation’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Archer Investment Corporation’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 		$719K Buy
14,281
+591
+4% +$29.8K 0.14% 133
2026
Q1 		$689K Buy
13,690
+2,635
+24% +$133K 0.15% 123
2025
Q4 		$556K Buy
11,055
+4,540
+70% +$228K 0.13% 147
2025
Q3 		$328K Sell
6,515
-355
-5% -$17.9K 0.07% 203
2025
Q2 		$346K Sell
6,870
-390
-5% -$19.6K 0.08% 200
2025
Q1 		$365K Buy
7,260
+2,985
+70% +$150K 0.09% 182
2024
Q4 		$215K Buy
4,275
+575
+16% +$28.9K 0.06% 234
2024
Q3 		$186K Sell
3,700
-404
-10% -$20.3K 0.05% 244
2024
Q2 		$206K Buy
4,104
+1,150
+39% +$58K 0.06% 223
2024
Q1 		$149K Buy
2,954
+1,425
+93% +$71.7K 0.04% 252
2023
Q4 		$76.8K Buy
+1,529
New +$77K 0.02% 336

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

Archer Investment Corporation's USFR Position: Q2 2026 in Review

Archer Investment Corporation increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 4.3% in Q2 2026, buying an estimated $29.8K and bringing the position to 14,281 shares worth $719K. The position accounts for 0.14% of the portfolio, ranked #133.

Archer Investment Corporation first reported a position in USFR in Q4 2023 and has held it in 11 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Archer Investment Corporation held 14,281 shares of WisdomTree Floating Rate Treasury Fund worth $719K as of Q2 2026.
  • Archer Investment Corporation bought 591 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $29.8K.
  • WisdomTree Floating Rate Treasury Fund made up 0.14% of Archer Investment Corporation's portfolio in Q2 2026, its #133 holding.
  • Archer Investment Corporation first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and has held it in 11 quarters since.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.