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Creative Financial Designs’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Creative Financial Designs’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 		$151K Sell
3,001
-114
-4% -$5.74K 0.01% 589
2025
Q4 		$157K Buy
3,115
+2,020
+184% +$102K 0.01% 537
2025
Q3 		$55K Buy
1,095
+1,000
+1,053% +$50.4K ﹤0.01% 818
2025
Q2 		$4.78K Sell
95
-151
-61% -$7.61K ﹤0.01% 1539
2025
Q1 		$12.4K Buy
+246
New +$12.4K ﹤0.01% 1229
2024
Q4 		– Sell
-18
Closed -$904 – 1846
2024
Q3 		$904 Hold
18
– – ﹤0.01% 1589
2024
Q2 		$906 Hold
18
– – ﹤0.01% 1546
2024
Q1 		$905 Sell
18
-202
-92% -$10.2K ﹤0.01% 1559
2023
Q4 		$11.1K Hold
220
– – ﹤0.01% 1064
2023
Q3 		$11.1K Hold
220
– – ﹤0.01% 997
2023
Q2 		$11.1K Sell
220
-168
-43% -$8.46K ﹤0.01% 984
2023
Q1 		$19.5K Buy
388
+66
+20% +$3.32K ﹤0.01% 813
2022
Q4 		$16.2K Sell
322
-2
-0.6% -$101 ﹤0.01% 804
2022
Q3 		$16K Buy
+324
New +$16.3K ﹤0.01% 790

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

Creative Financial Designs's USFR Position: Q1 2026 in Review

Creative Financial Designs reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 3.7% in Q1 2026, selling an estimated $5.74K and leaving 3,001 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #589.

Creative Financial Designs first reported a position in USFR in Q3 2022 and has held it in 14 quarters since. The position peaked at $157K in Q4 2025. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Creative Financial Designs held 3,001 shares of WisdomTree Floating Rate Treasury Fund worth $151K as of Q1 2026.
  • Creative Financial Designs sold 114 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $5.74K.
  • WisdomTree Floating Rate Treasury Fund made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #589 holding.
  • Creative Financial Designs first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2022 and has held it in 14 quarters since.
  • Creative Financial Designs's WisdomTree Floating Rate Treasury Fund position peaked at $157K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.