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Financial & Tax Architects’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Financial & Tax Architects’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 		$571K Buy
11,338
+4,937
+77% +$249K 0.12% 80
2026
Q1 		$322K Buy
+6,401
New +$323K 0.07% 96

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

Financial & Tax Architects's USFR Position: Q2 2026 in Review

Financial & Tax Architects increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 77% in Q2 2026, buying an estimated $249K and bringing the position to 11,338 shares worth $571K. The position accounts for 0.12% of the portfolio, ranked #80.

Financial & Tax Architects first reported a position in USFR in Q1 2026 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Financial & Tax Architects held 11,338 shares of WisdomTree Floating Rate Treasury Fund worth $571K as of Q2 2026.
  • Financial & Tax Architects bought 4,937 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $249K.
  • WisdomTree Floating Rate Treasury Fund made up 0.12% of Financial & Tax Architects's portfolio in Q2 2026, its #80 holding.
  • Financial & Tax Architects first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.