CCA
USFR icon

Cravens & Co Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Cravens & Co Advisors’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 		$1.18M Buy
23,417
+59
+0.3% +$2.97K 0.77% 28
2025
Q4 		$1.18M Buy
+23,358
New +$1.18M 0.77% 31

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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

Cravens & Co Advisors's USFR Position: Q1 2026 in Review

Cravens & Co Advisors increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 0.25% in Q1 2026, buying an estimated $2.97K and bringing the position to 23,417 shares worth $1.18M. The position accounts for 0.77% of the portfolio, ranked #28.

Cravens & Co Advisors first reported a position in USFR in Q4 2025 and has held it in 2 quarters since. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Cravens & Co Advisors held 23,417 shares of WisdomTree Floating Rate Treasury Fund worth $1.18M as of Q1 2026.
  • Cravens & Co Advisors bought 59 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $2.97K.
  • WisdomTree Floating Rate Treasury Fund made up 0.77% of Cravens & Co Advisors's portfolio in Q1 2026, its #28 holding.
  • Cravens & Co Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 2 quarters since.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Cravens & Co Advisors's 13F filing for Q1 2026, filed 14 May 2026.