Cypress Capital Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Cypress Capital 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 Q2	$403K	Sell	8,005 -398	-5%	-$20.1K	0.17%	63
2026 Q1	$423K	Sell	8,403 -123,396	-94%	-$6.22M	0.23%	57
2025 Q4	$6.63M	Sell	131,799 -83	-0.1%	-$4.18K	3.56%	9
2025 Q3	$6.63M	Sell	131,882 -7,905	-6%	-$398K	3.77%	9
2025 Q2	$7.03M	Buy	139,787 +12,316	+10%	+$620K	4.4%	6
2025 Q1	$6.42M	Sell	127,471 -12,368	-9%	-$623K	4.46%	6
2024 Q4	$7.04M	Buy	+139,839	New	+$7.04M	5.51%	6

Other funds holding USFR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cypress Capital Advisors's USFR Position: Q2 2026 in Review

Cypress Capital Advisors reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 4.7% in Q2 2026, selling an estimated $20.1K and leaving 8,005 shares worth $403K. The position accounts for 0.17% of the portfolio, ranked #63.

Cypress Capital Advisors first reported a position in USFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.04M in Q4 2024. 611 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Cypress Capital Advisors held 8,005 shares of WisdomTree Floating Rate Treasury Fund worth $403K as of Q2 2026.
Cypress Capital Advisors sold 398 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $20.1K.
WisdomTree Floating Rate Treasury Fund made up 0.17% of Cypress Capital Advisors's portfolio in Q2 2026, its #63 holding.
Cypress Capital Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and has held it in 7 quarters since.
Cypress Capital Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $7.04M in Q4 2024.
611 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.