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Boyd Watterson Asset Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Boyd Watterson Asset Management’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 		– Sell
-580
Closed -$29.2K – 401
2026
Q1 		$29.2K Buy
+580
New +$29.2K 0.01% 222

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Boyd Watterson Asset Management's USFR Position: Q2 2026 in Review

Boyd Watterson Asset Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026, closing a stake of 580 shares — an estimated $29.2K sold.

Boyd Watterson Asset Management first reported a position in USFR in Q1 2026 and held it in 1 quarter. The position peaked at $29.2K in Q1 2026. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Boyd Watterson Asset Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2026 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 580 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $29.2K.
  • Boyd Watterson Asset Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and held it in 1 quarter.
  • Boyd Watterson Asset Management's WisdomTree Floating Rate Treasury Fund position peaked at $29.2K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.