FG
USFR icon

Fairman Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Fairman Group’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 		$29.7K Buy
+590
New +$29.7K 0.02% 121

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

Fairman Group's USFR Position: Q2 2026 in Review

Fairman Group opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 590 shares worth $29.7K. The stake represents 0.02% of the portfolio and ranks #121 among its holdings.

608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Fairman Group held 590 shares of WisdomTree Floating Rate Treasury Fund worth $29.7K as of Q2 2026.
  • WisdomTree Floating Rate Treasury Fund was a new Fairman Group position in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.02% of Fairman Group's portfolio in Q2 2026, its #121 holding.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.