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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Capital Advisors's USFR Position: Q1 2026 in Review

Cypress Capital Advisors reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 94% in Q1 2026, selling an estimated $6.22M and leaving 8,403 shares worth $423K. The position accounts for 0.23% of the portfolio, ranked #57.

Cypress Capital Advisors first reported a position in USFR in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.04M in Q4 2024. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

Cypress Capital Advisors held 8,403 shares of WisdomTree Floating Rate Treasury Fund worth $423K as of Q1 2026.
Cypress Capital Advisors sold 123,396 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $6.22M.
WisdomTree Floating Rate Treasury Fund made up 0.23% of Cypress Capital Advisors's portfolio in Q1 2026, its #57 holding.
Cypress Capital Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and has held it in 6 quarters since.
Cypress Capital Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $7.04M in Q4 2024.
602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Cypress Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.