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Atria Investments’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Atria Investments’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 		$2.03M Buy
40,286
+9,977
+33% +$503K 0.02% 744
2026
Q1 		$1.53M Buy
30,309
+215
+0.7% +$10.8K 0.02% 830
2025
Q4 		$1.51M Buy
30,094
+1,534
+5% +$77.2K 0.02% 856
2025
Q3 		$1.44M Buy
28,560
+122
+0.4% +$6.14K 0.02% 867
2025
Q2 		$1.43M Sell
28,438
-22,625
-44% -$1.14M 0.02% 874
2025
Q1 		$2.57M Buy
51,063
+2,046
+4% +$103K 0.03% 609
2024
Q4 		$2.47M Buy
49,017
+1,196
+3% +$60.2K 0.03% 595
2024
Q3 		$2.4M Sell
47,821
-7,059
-13% -$355K 0.03% 603
2024
Q2 		$2.76M Sell
54,880
-2,513
-4% -$127K 0.04% 532
2024
Q1 		$2.89M Sell
57,393
-8,804
-13% -$443K 0.04% 519
2023
Q4 		$3.33M Buy
66,197
+12,927
+24% +$651K 0.05% 410
2023
Q3 		$2.68M Buy
53,270
+13,014
+32% +$656K 0.05% 463
2023
Q2 		$2.03M Buy
40,256
+4,049
+11% +$204K 0.04% 545
2023
Q1 		$1.82M Buy
36,207
+5,926
+20% +$298K 0.03% 569
2022
Q4 		$1.52M Buy
+30,281
New +$1.52M 0.03% 612
2022
Q3 		– Sell
-22,412
Closed -$1.13M – 799
2022
Q2 		$1.13M Buy
+22,412
New +$1.13M 0.02% 702

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

Atria Investments's USFR Position: Q2 2026 in Review

Atria Investments increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 33% in Q2 2026, buying an estimated $503K and bringing the position to 40,286 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #744.

Atria Investments first reported a position in USFR in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.33M in Q4 2023. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Atria Investments held 40,286 shares of WisdomTree Floating Rate Treasury Fund worth $2.03M as of Q2 2026.
  • Atria Investments bought 9,977 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $503K.
  • WisdomTree Floating Rate Treasury Fund made up 0.02% of Atria Investments's portfolio in Q2 2026, its #744 holding.
  • Atria Investments first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and has held it in 16 quarters since.
  • Atria Investments's WisdomTree Floating Rate Treasury Fund position peaked at $3.33M in Q4 2023.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.