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Chung Wu Investment Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Chung Wu Investment 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
Q2 		$25.2K Hold
500
– – 0.02% 189
2026
Q1 		$25.2K Hold
500
– – 0.02% 158
2025
Q4 		$25.2K Sell
500
-1,000
-67% -$50.3K 0.02% 164
2025
Q3 		$75.4K Buy
+1,500
New +$75.5K 0.06% 122

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Bank of America
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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

Chung Wu Investment Group's USFR Position: Q2 2026 in Review

Chung Wu Investment Group held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q2 2026 at 500 shares worth $25.2K. The position accounts for 0.02% of the portfolio, ranked #189.

Chung Wu Investment Group first reported a position in USFR in Q3 2025 and has held it in 4 quarters since. The position peaked at $75.4K in Q3 2025. 613 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Chung Wu Investment Group held 500 shares of WisdomTree Floating Rate Treasury Fund worth $25.2K as of Q2 2026.
  • Chung Wu Investment Group left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.02% of Chung Wu Investment Group's portfolio in Q2 2026, its #189 holding.
  • Chung Wu Investment Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2025 and has held it in 4 quarters since.
  • Chung Wu Investment Group's WisdomTree Floating Rate Treasury Fund position peaked at $75.4K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.