Cornerstone Planning Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Cornerstone Planning 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	$53.1K	Sell	1,051 -22	-2%	-$1.11K	0.01%	394
2026 Q1	$54K	Buy	1,073 +41	+4%	+$2.07K	0.01%	383
2025 Q4	$52K	Buy	1,032 +961	+1,354%	+$48.4K	0.01%	337
2025 Q3	$3.59K	Sell	71 -944	-93%	-$47.5K	﹤0.01%	1032
2025 Q2	$51.1K	Buy	1,015 +14	+1%	+$705	0.01%	237
2025 Q1	$50.5K	Sell	1,001 -142	-12%	-$7.16K	0.01%	239
2024 Q4	$57.7K	Buy	1,143 +13	+1%	+$654	0.01%	168
2024 Q3	$56.8K	Buy	1,130 +5	+0.4%	+$252	0.02%	177
2024 Q2	$56.6K	Buy	+1,125	New	+$56.7K	0.02%	184

Other funds holding USFR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SWA

Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

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

Cornerstone Planning Group's USFR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 2.1% in Q2 2026, selling an estimated $1.11K and leaving 1,051 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #394.

Cornerstone Planning Group first reported a position in USFR in Q2 2024 and has held it in 9 quarters since. The position peaked at $57.7K in Q4 2024. 406 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Cornerstone Planning Group held 1,051 shares of WisdomTree Floating Rate Treasury Fund worth $53.1K as of Q2 2026.
Cornerstone Planning Group sold 22 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $1.11K.
WisdomTree Floating Rate Treasury Fund made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #394 holding.
Cornerstone Planning Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's WisdomTree Floating Rate Treasury Fund position peaked at $57.7K in Q4 2024.
406 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.