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Cypress Wealth Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Cypress Wealth Services’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 		$288K Sell
5,724
-5,558
-49% -$280K 0.04% 351
2026
Q1 		$568K Buy
+11,282
New +$568K 0.08% 200

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cypress Wealth Services's USFR Position: Q2 2026 in Review

Cypress Wealth Services reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 49% in Q2 2026, selling an estimated $280K and leaving 5,724 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #351.

Cypress Wealth Services first reported a position in USFR in Q1 2026 and has held it in 2 quarters since. The position peaked at $568K in Q1 2026. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Cypress Wealth Services held 5,724 shares of WisdomTree Floating Rate Treasury Fund worth $288K as of Q2 2026.
  • Cypress Wealth Services sold 5,558 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $280K.
  • WisdomTree Floating Rate Treasury Fund made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #351 holding.
  • Cypress Wealth Services first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and has held it in 2 quarters since.
  • Cypress Wealth Services's WisdomTree Floating Rate Treasury Fund position peaked at $568K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.