Family Legacy Financial Solutions’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Family Legacy Financial Solutions’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	$7.64M	Sell	151,682 -59,005	-28%	-$2.97M	4.66%	7
2026 Q1	$10.6M	Sell	210,687 -114,911	-35%	-$5.79M	8.57%	3
2025 Q4	$16.4M	Sell	325,598 -100,070	-24%	-$5.04M	12.63%	2
2025 Q3	$21.4M	Buy	425,668 +48,306	+13%	+$2.43M	16.38%	1
2025 Q2	$19M	Buy	+377,362	New	+$19M	16.1%	1

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

Family Legacy Financial Solutions's USFR Position: Q2 2026 in Review

Family Legacy Financial Solutions reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 28% in Q2 2026, selling an estimated $2.97M and leaving 151,682 shares worth $7.64M. The position accounts for 4.66% of the portfolio, ranked #7.

Family Legacy Financial Solutions first reported a position in USFR in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.4M in Q3 2025. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Family Legacy Financial Solutions held 151,682 shares of WisdomTree Floating Rate Treasury Fund worth $7.64M as of Q2 2026.
Family Legacy Financial Solutions sold 59,005 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $2.97M.
WisdomTree Floating Rate Treasury Fund made up 4.66% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #7 holding.
Family Legacy Financial Solutions first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2025 and has held it in 5 quarters since.
Family Legacy Financial Solutions's WisdomTree Floating Rate Treasury Fund position peaked at $21.4M in Q3 2025.
608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.