Certior Financial Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Certior Financial Group’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 Q3	$3.35M	Buy	+66,565	New	+$3.36M	1.82%	15

Other funds holding USFR

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Certior Financial Group's USFR Position: Q3 2026 in Review

Certior Financial Group opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2026: 66,565 shares worth $3.35M. The stake represents 1.82% of the portfolio and ranks #15 among its holdings.

283 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

Certior Financial Group held 66,565 shares of WisdomTree Floating Rate Treasury Fund worth $3.35M as of Q3 2026.
WisdomTree Floating Rate Treasury Fund was a new Certior Financial Group position in Q3 2026.
WisdomTree Floating Rate Treasury Fund made up 1.82% of Certior Financial Group's portfolio in Q3 2026, its #15 holding.
283 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.