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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atomi Financial Group's USFR Position: Q1 2026 in Review

Atomi Financial Group increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 297% in Q1 2026, buying an estimated $4.5M and bringing the position to 119,503 shares worth $6.02M. The position accounts for 0.18% of the portfolio, ranked #103.

Atomi Financial Group first reported a position in USFR in Q1 2024 and has held it in 9 quarters since. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

Atomi Financial Group held 119,503 shares of WisdomTree Floating Rate Treasury Fund worth $6.02M as of Q1 2026.
Atomi Financial Group bought 89,379 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $4.5M.
WisdomTree Floating Rate Treasury Fund made up 0.18% of Atomi Financial Group's portfolio in Q1 2026, its #103 holding.
Atomi Financial Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2024 and has held it in 9 quarters since.
602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.