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

Cypress Capital Group’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	$1.9M	Buy	37,705 +4,610	+14%	+$232K	0.18%	105
2026 Q1	$1.67M	Buy	33,095 +28,675	+649%	+$1.44M	0.19%	102
2025 Q4	$222K	Buy	+4,420	New	+$222K	0.02%	221
2023 Q1	–	Sell	-9,950	Closed	-$500K	–	314
2022 Q4	$500K	Buy	9,950 +1,645	+20%	+$82.8K	0.08%	212
2022 Q3	$417K	Sell	8,305 -2,000	-19%	-$101K	0.07%	197
2022 Q2	$518K	Sell	10,305 -2,400	-19%	-$121K	0.08%	190
2022 Q1	$639K	Buy	+12,705	New	+$638K	0.08%	200

Other funds holding USFR

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

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

KAM

Knightsbridge Asset Management Newport Beach, California $711M AUM 36.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SWA

Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

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

Cypress Capital Group increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 14% in Q2 2026, buying an estimated $232K and bringing the position to 37,705 shares worth $1.9M. The position accounts for 0.18% of the portfolio, ranked #105.

Cypress Capital Group first reported a position in USFR in Q1 2022 and has held it in 7 quarters since. 482 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Cypress Capital Group held 37,705 shares of WisdomTree Floating Rate Treasury Fund worth $1.9M as of Q2 2026.
Cypress Capital Group bought 4,610 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $232K.
WisdomTree Floating Rate Treasury Fund made up 0.18% of Cypress Capital Group's portfolio in Q2 2026, its #105 holding.
Cypress Capital Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 7 quarters since.
482 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.