Buck Wealth Strategies’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Buck Wealth Strategies’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	$8.8K	Buy	+175	New	+$8.82K	﹤0.01%	616

Other funds holding USFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

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

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

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

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

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

Buck Wealth Strategies's USFR Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 175 shares worth $8.8K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings.

435 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Buck Wealth Strategies held 175 shares of WisdomTree Floating Rate Treasury Fund worth $8.8K as of Q2 2026.
WisdomTree Floating Rate Treasury Fund was a new Buck Wealth Strategies position in Q2 2026.
WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #616 holding.
435 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.