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DeLarme Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

DeLarme Wealth Management’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 		$237K Hold
4,701
– – 0.14% 58
2026
Q1 		$237K Sell
4,701
-72
-2% -$3.63K 0.15% 54
2025
Q4 		$240K Buy
+4,773
New +$240K 0.17% 55

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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

DeLarme Wealth Management's USFR Position: Q2 2026 in Review

DeLarme Wealth Management held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q2 2026 at 4,701 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #58.

DeLarme Wealth Management first reported a position in USFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $240K in Q4 2025. 606 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • DeLarme Wealth Management held 4,701 shares of WisdomTree Floating Rate Treasury Fund worth $237K as of Q2 2026.
  • DeLarme Wealth Management left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.14% of DeLarme Wealth Management's portfolio in Q2 2026, its #58 holding.
  • DeLarme Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 3 quarters since.
  • DeLarme Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $240K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on DeLarme Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.