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Brighton Jones LLC’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Brighton Jones LLC’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 		$507K Sell
10,064
-455
-4% -$22.9K 0.01% 785
2026
Q1 		$530K Buy
+10,519
New +$530K 0.01% 675

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
KAM
Knightsbridge Asset Management Newport Beach, California $711M AUM 36.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

Brighton Jones LLC's USFR Position: Q2 2026 in Review

Brighton Jones LLC reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 4.3% in Q2 2026, selling an estimated $22.9K and leaving 10,064 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #785.

Brighton Jones LLC first reported a position in USFR in Q1 2026 and has held it in 2 quarters since. The position peaked at $530K in Q1 2026. 529 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Brighton Jones LLC held 10,064 shares of WisdomTree Floating Rate Treasury Fund worth $507K as of Q2 2026.
  • Brighton Jones LLC sold 455 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $22.9K.
  • WisdomTree Floating Rate Treasury Fund made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #785 holding.
  • Brighton Jones LLC first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and has held it in 2 quarters since.
  • Brighton Jones LLC's WisdomTree Floating Rate Treasury Fund position peaked at $530K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.