CI
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CX Institutional’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

CX 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 		$63K Hold
1,250
– – ﹤0.01% 944
2026
Q1 		$63K Hold
1,250
– – ﹤0.01% 933
2025
Q4 		$63K Buy
+1,250
New +$62.9K ﹤0.01% 935

Other funds holding USFR

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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
DC
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
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

CX Institutional's USFR Position: Q2 2026 in Review

CX Institutional held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q2 2026 at 1,250 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

CX Institutional first reported a position in USFR in Q4 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • CX Institutional held 1,250 shares of WisdomTree Floating Rate Treasury Fund worth $63K as of Q2 2026.
  • CX Institutional left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #944 holding.
  • CX Institutional first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.