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Florida Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Florida Financial 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 		– Sell
-7,744
Closed -$390K – 389
2026
Q1 		$390K Buy
7,744
+270
+4% +$13.6K 0.09% 200
2025
Q4 		$376K Sell
7,474
-228
-3% -$11.5K 0.1% 180
2025
Q3 		$387K Buy
7,702
+1,110
+17% +$55.9K 0.12% 170
2025
Q2 		$332K Sell
6,592
-1,100
-14% -$55.4K 0.11% 193
2025
Q1 		$387K Buy
+7,692
New +$388K 0.15% 139

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

Florida Financial Advisors's USFR Position: Q2 2026 in Review

Florida Financial Advisors sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026, closing a stake of 7,744 shares — an estimated $390K sold.

Florida Financial Advisors first reported a position in USFR in Q1 2025 and held it in 5 quarters. The position peaked at $390K in Q1 2026. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Florida Financial Advisors reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2026 after selling out during the quarter.
  • Florida Financial Advisors sold 7,744 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $390K.
  • Florida Financial Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2025 and held it in 5 quarters.
  • Florida Financial Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $390K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.