Baldwin Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Baldwin Wealth Partners’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	$253K	Hold	5,015	–	–	0.02%	200
2026 Q1	$252K	Hold	5,015	–	–	0.02%	195
2025 Q4	$252K	Hold	5,015	–	–	0.02%	219
2025 Q3	$252K	Hold	5,015	–	–	0.02%	206
2025 Q2	$252K	Hold	5,015	–	–	0.02%	196
2025 Q1	$252K	Hold	5,015	–	–	0.02%	194
2024 Q4	$252K	Hold	5,015	–	–	0.02%	205
2024 Q3	$252K	Hold	5,015	–	–	0.02%	295
2024 Q2	$252K	Hold	5,015	–	–	0.02%	178
2024 Q1	$252K	Hold	5,015	–	–	0.02%	194
2023 Q4	$252K	Buy	+5,015	New	+$253K	0.02%	194

Other funds holding USFR

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

SMCM

Sky-Mountain Capital Management Ketchum, Idaho $140M AUM 9.14% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Baldwin Wealth Partners's USFR Position: Q2 2026 in Review

Baldwin Wealth Partners held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q2 2026 at 5,015 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #200.

Baldwin Wealth Partners first reported a position in USFR in Q4 2023 and has held it in 11 quarters since. 303 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Baldwin Wealth Partners held 5,015 shares of WisdomTree Floating Rate Treasury Fund worth $253K as of Q2 2026.
Baldwin Wealth Partners left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q2 2026.
WisdomTree Floating Rate Treasury Fund made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #200 holding.
Baldwin Wealth Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and has held it in 11 quarters since.
303 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.