EverSource Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

EverSource Wealth 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	$1.37M	Buy	27,257 +19,777	+264%	+$997K	0.05%	288
2026 Q1	$377K	Buy	+7,480	New	+$377K	0.01%	738
2024 Q2	–	Sell	-460	Closed	-$23.2K	–	3147
2024 Q1	$23.2K	Sell	460 -208	-31%	-$10.5K	﹤0.01%	1291
2023 Q4	$33.6K	Buy	+668	New	+$33.6K	﹤0.01%	1050
2023 Q3	–	Sell	-1,644	Closed	-$82.7K	–	2667
2023 Q2	$82.7K	Buy	+1,644	New	+$82.8K	0.01%	648

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

EverSource Wealth Advisors's USFR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 264% in Q2 2026, buying an estimated $997K and bringing the position to 27,257 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #288.

EverSource Wealth Advisors first reported a position in USFR in Q2 2023 and has held it in 5 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

EverSource Wealth Advisors held 27,257 shares of WisdomTree Floating Rate Treasury Fund worth $1.37M as of Q2 2026.
EverSource Wealth Advisors bought 19,777 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $997K.
WisdomTree Floating Rate Treasury Fund made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #288 holding.
EverSource Wealth Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2023 and has held it in 5 quarters since.
608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

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