Destiny Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Destiny Wealth Partners’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	–	Sell	-455	Closed	-$22.9K	–	1045
2026 Q1	$22.9K	Buy	+455	New	+$22.9K	﹤0.01%	626
2023 Q1	–	Sell	-455	Closed	-$22.9K	–	626
2022 Q4	$22.9K	Hold	455	–	–	0.01%	383
2022 Q3	$23K	Hold	455	–	–	0.01%	338
2022 Q2	$23K	Hold	455	–	–	0.01%	342
2022 Q1	$23K	Buy	+455	New	+$22.9K	﹤0.01%	372

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

Destiny Wealth Partners's USFR Position: Q2 2026 in Review

Destiny Wealth Partners sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026, closing a stake of 455 shares — an estimated $22.9K sold.

Destiny Wealth Partners first reported a position in USFR in Q1 2022 and held it in 5 quarters. The position peaked at $23K in Q3 2022. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Destiny Wealth Partners reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 455 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $22.9K.
Destiny Wealth Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and held it in 5 quarters.
Destiny Wealth Partners's WisdomTree Floating Rate Treasury Fund position peaked at $23K in Q3 2022.
608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.