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Capital Advisor Network’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Capital Advisor Network’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
-734
Closed -$37K – 196
2026
Q1 		$37K Buy
+734
New +$37K 0.05% 67

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

Capital Advisor Network's USFR Position: Q2 2026 in Review

Capital Advisor Network sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026, closing a stake of 734 shares — an estimated $37K sold.

Capital Advisor Network first reported a position in USFR in Q1 2026 and held it in 1 quarter. The position peaked at $37K in Q1 2026. 606 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Capital Advisor Network reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2026 after selling out during the quarter.
  • Capital Advisor Network sold 734 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $37K.
  • Capital Advisor Network first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and held it in 1 quarter.
  • Capital Advisor Network's WisdomTree Floating Rate Treasury Fund position peaked at $37K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Capital Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.