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Comprehensive Financial Consultants Institutional’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.37M Buy
27,268
+1,945
+8% +$98K 0.36% 88
2026
Q1 		$1.27M Buy
25,323
+1,299
+5% +$65.5K 0.38% 90
2025
Q4 		$1.21M Buy
24,024
+1,294
+6% +$65.1K 0.36% 91
2025
Q3 		$1.14M Buy
22,730
+3,687
+19% +$186K 0.35% 90
2025
Q2 		$958K Buy
19,043
+57
+0.3% +$2.87K 0.31% 98
2025
Q1 		$956K Buy
18,986
+379
+2% +$19.1K 0.34% 93
2024
Q4 		$936K Buy
18,607
+1,267
+7% +$63.8K 0.34% 95
2024
Q3 		$871K Buy
17,340
+2,694
+18% +$136K 0.32% 97
2024
Q2 		$737K Buy
14,646
+3,081
+27% +$155K 0.29% 100
2024
Q1 		$582K Buy
11,565
+1,937
+20% +$97.5K 0.24% 112
2023
Q4 		$484K Sell
9,628
-2,064
-18% -$104K 0.22% 111
2023
Q3 		$588K Sell
11,692
-1,155
-9% -$58.2K 0.31% 104
2023
Q2 		$648K Buy
+12,847
New +$647K 0.34% 97

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
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

Comprehensive Financial Consultants Institutional's USFR Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 7.7% in Q2 2026, buying an estimated $98K and bringing the position to 27,268 shares worth $1.37M. The position accounts for 0.36% of the portfolio, ranked #88.

Comprehensive Financial Consultants Institutional first reported a position in USFR in Q2 2023 and has held it in 13 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 27,268 shares of WisdomTree Floating Rate Treasury Fund worth $1.37M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 1,945 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $98K.
  • WisdomTree Floating Rate Treasury Fund made up 0.36% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #88 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2023 and has held it in 13 quarters since.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.