Atomi Financial Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Atomi Financial 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	$1.39M	Sell	27,664 -91,839	-77%	-$4.63M	0.04%	367
2026 Q1	$6.02M	Buy	119,503 +89,379	+297%	+$4.5M	0.18%	103
2025 Q4	$1.52M	Buy	30,124 +2,728	+10%	+$137K	0.04%	292
2025 Q3	$1.38M	Buy	27,396 +15,764	+136%	+$794K	0.04%	280
2025 Q2	$585K	Buy	11,632 +2,339	+25%	+$118K	0.02%	521
2025 Q1	$468K	Buy	9,293 +1,264	+16%	+$63.7K	0.02%	567
2024 Q4	$404K	Buy	8,029 +2,823	+54%	+$142K	0.02%	569
2024 Q3	$261K	Sell	5,206 -270	-5%	-$13.6K	0.02%	735
2024 Q2	$276K	Sell	5,476 -14	-0.3%	-$706	0.02%	613
2024 Q1	$276K	Buy	+5,490	New	+$276K	0.03%	566

Other funds holding USFR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atomi Financial Group's USFR Position: Q2 2026 in Review

Atomi Financial Group reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 77% in Q2 2026, selling an estimated $4.63M and leaving 27,664 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #367.

Atomi Financial Group first reported a position in USFR in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.02M in Q1 2026. 611 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Atomi Financial Group held 27,664 shares of WisdomTree Floating Rate Treasury Fund worth $1.39M as of Q2 2026.
Atomi Financial Group sold 91,839 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $4.63M.
WisdomTree Floating Rate Treasury Fund made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #367 holding.
Atomi Financial Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2024 and has held it in 10 quarters since.
Atomi Financial Group's WisdomTree Floating Rate Treasury Fund position peaked at $6.02M in Q1 2026.
611 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.