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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
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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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chung Wu Investment Group's USFR Position: Q1 2026 in Review

Chung Wu Investment Group held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q1 2026 at 500 shares worth $25.2K. The position accounts for 0.02% of the portfolio, ranked #158.

Chung Wu Investment Group first reported a position in USFR in Q3 2025 and has held it in 3 quarters since. The position peaked at $75.4K in Q3 2025. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Chung Wu Investment Group held 500 shares of WisdomTree Floating Rate Treasury Fund worth $25.2K as of Q1 2026.
  • Chung Wu Investment Group left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q1 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.02% of Chung Wu Investment Group's portfolio in Q1 2026, its #158 holding.
  • Chung Wu Investment Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2025 and has held it in 3 quarters since.
  • Chung Wu Investment Group's WisdomTree Floating Rate Treasury Fund position peaked at $75.4K in Q3 2025.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.