Fiera Capital (Canada)
USFR icon

Fiera Capital (Canada)’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Fiera Capital (Canada)’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 		$1.54M Buy
+30,525
New +$1.54M 0.01% 287
2025
Q4 		– Sell
-207,882
Closed -$10.5M – 460
2025
Q3 		$10.5M Buy
207,882
+189,053
+1,004% +$9.52M 0.03% 199
2025
Q2 		$947K Buy
+18,829
New +$948K ﹤0.01% 340
2024
Q4 		– Sell
-221,532
Closed -$11.1M – 478
2024
Q3 		$11.1M Buy
+221,532
New +$11.2M 0.03% 176
2024
Q2 		– Sell
-15,813
Closed -$795K – 482
2024
Q1 		$795K Buy
15,813
+4,121
+35% +$207K ﹤0.01% 355
2023
Q4 		$587K Buy
11,692
+7,025
+151% +$354K ﹤0.01% 422
2023
Q3 		$235K Sell
4,667
-5,250
-53% -$265K ﹤0.01% 474
2023
Q2 		$499K Sell
9,917
-11,247
-53% -$566K ﹤0.01% 422
2023
Q1 		$1.06M Buy
+21,164
New +$1.07M ﹤0.01% 355

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

Fiera Capital (Canada)'s USFR Position: Q2 2026 in Review

Fiera Capital (Canada) opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 30,525 shares worth $1.54M. The stake represents 0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Fiera Capital (Canada) previously reported a position in USFR as recently as Q3 2025.

Fiera Capital (Canada) first reported a position in USFR in Q1 2023 and has held it in 9 quarters since. The position peaked at $11.1M in Q3 2024. 610 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Fiera Capital (Canada) held 30,525 shares of WisdomTree Floating Rate Treasury Fund worth $1.54M as of Q2 2026.
  • WisdomTree Floating Rate Treasury Fund was a new Fiera Capital (Canada) position in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.01% of Fiera Capital (Canada)'s portfolio in Q2 2026, its #287 holding.
  • Fiera Capital (Canada) first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2023 and has held it in 9 quarters since.
  • Fiera Capital (Canada)'s WisdomTree Floating Rate Treasury Fund position peaked at $11.1M in Q3 2024.
  • 610 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2026, filed 7 Aug 2026.