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Cherry Tree Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Cherry Tree Wealth 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
Q1 		$4.98K Hold
99
– – ﹤0.01% 482
2025
Q4 		$4.98K Hold
99
– – ﹤0.01% 484
2025
Q3 		$4.98K Hold
99
– – ﹤0.01% 470
2025
Q2 		$4.98K Buy
+99
New +$4.99K ﹤0.01% 476

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cherry Tree Wealth Management's USFR Position: Q1 2026 in Review

Cherry Tree Wealth Management held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q1 2026 at 99 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Cherry Tree Wealth Management first reported a position in USFR in Q2 2025 and has held it in 4 quarters since. 603 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Cherry Tree Wealth Management held 99 shares of WisdomTree Floating Rate Treasury Fund worth $4.98K as of Q1 2026.
  • Cherry Tree Wealth Management left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q1 2026.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #482 holding.
  • Cherry Tree Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2025 and has held it in 4 quarters since.
  • 603 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.