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

Downshift Financial’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 Q3	$20.4K	Buy	+405	New	+$20.4K	0.01%	241

Other funds holding USFR

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Downshift Financial's USFR Position: Q3 2026 in Review

Downshift Financial opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2026: 405 shares worth $20.4K. The stake represents 0.01% of the portfolio and ranks #241 among its holdings.

172 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

Downshift Financial held 405 shares of WisdomTree Floating Rate Treasury Fund worth $20.4K as of Q3 2026.
WisdomTree Floating Rate Treasury Fund was a new Downshift Financial position in Q3 2026.
WisdomTree Floating Rate Treasury Fund made up 0.01% of Downshift Financial's portfolio in Q3 2026, its #241 holding.
172 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.