Columbia Advisory Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Columbia Advisory Partners’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	$2.08M	Buy	41,392 +556	+1%	+$28K	1.15%	21
2026 Q1	$2.06M	Buy	+40,836	New	+$2.06M	1.31%	21
2022 Q3	–	Sell	-12,007	Closed	-$604K	–	50
2022 Q2	$604K	Sell	12,007 -305	-2%	-$15.4K	0.69%	16
2022 Q1	$619K	Buy	+12,312	New	+$619K	0.62%	18

Other funds holding USFR

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Columbia Advisory Partners's USFR Position: Q2 2026 in Review

Columbia Advisory Partners increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 1.4% in Q2 2026, buying an estimated $28K and bringing the position to 41,392 shares worth $2.08M. The position accounts for 1.15% of the portfolio, ranked #21.

Columbia Advisory Partners first reported a position in USFR in Q1 2022 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Columbia Advisory Partners held 41,392 shares of WisdomTree Floating Rate Treasury Fund worth $2.08M as of Q2 2026.
Columbia Advisory Partners bought 556 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $28K.
WisdomTree Floating Rate Treasury Fund made up 1.15% of Columbia Advisory Partners's portfolio in Q2 2026, its #21 holding.
Columbia Advisory Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 4 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.