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DHJJ Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

DHJJ Financial Advisors’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 		$2.86M Buy
56,871
+35,789
+170% +$1.8M 0.83% 24
2026
Q1 		$1.06M Buy
21,082
+761
+4% +$38.3K 0.35% 53
2025
Q4 		$1.02M Buy
20,321
+4,719
+30% +$238K 0.34% 58
2025
Q3 		$784K Buy
15,602
+919
+6% +$46.3K 0.27% 71
2025
Q2 		$739K Sell
14,683
-936
-6% -$47.1K 0.27% 75
2025
Q1 		$786K Buy
15,619
+2,797
+22% +$141K 0.32% 57
2024
Q4 		$645K Buy
12,822
+4,800
+60% +$242K 0.25% 76
2024
Q3 		$403K Sell
8,022
-1,557
-16% -$78.4K 0.16% 111
2024
Q2 		$482K Buy
9,579
+3,734
+64% +$188K 0.2% 87
2024
Q1 		$294K Buy
5,845
+3,600
+160% +$181K 0.13% 112
2023
Q4 		$113K Buy
2,245
+1,325
+144% +$66.7K 0.05% 184
2023
Q3 		$46.3K Buy
+920
New +$46.4K 0.02% 251

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

DHJJ Financial Advisors's USFR Position: Q2 2026 in Review

DHJJ Financial Advisors increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 170% in Q2 2026, buying an estimated $1.8M and bringing the position to 56,871 shares worth $2.86M. The position accounts for 0.83% of the portfolio, ranked #24.

DHJJ Financial Advisors first reported a position in USFR in Q3 2023 and has held it in 12 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • DHJJ Financial Advisors held 56,871 shares of WisdomTree Floating Rate Treasury Fund worth $2.86M as of Q2 2026.
  • DHJJ Financial Advisors bought 35,789 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $1.8M.
  • WisdomTree Floating Rate Treasury Fund made up 0.83% of DHJJ Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • DHJJ Financial Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2023 and has held it in 12 quarters since.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.