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

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 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. 613 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.
613 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.