Forefront Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Forefront Wealth Partners’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	$3.12M	Buy	62,051 +19,137	+45%	+$964K	0.97%	30
2026 Q1	$2.16M	Buy	42,914 +62	+0.1%	+$3.12K	0.9%	28
2025 Q4	$2.16M	Buy	42,852 +27,151	+173%	+$1.37M	1.02%	24
2025 Q3	$789K	Buy	+15,701	New	+$791K	0.2%	95
2025 Q2	–	Sell	-10,496	Closed	-$528K	–	132
2025 Q1	$528K	Buy	+10,496	New	+$529K	0.36%	66

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

Forefront Wealth Partners's USFR Position: Q2 2026 in Review

Forefront Wealth Partners increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 45% in Q2 2026, buying an estimated $964K and bringing the position to 62,051 shares worth $3.12M. The position accounts for 0.97% of the portfolio, ranked #30.

Forefront Wealth Partners first reported a position in USFR in Q1 2025 and has held it in 5 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Forefront Wealth Partners held 62,051 shares of WisdomTree Floating Rate Treasury Fund worth $3.12M as of Q2 2026.
Forefront Wealth Partners bought 19,137 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $964K.
WisdomTree Floating Rate Treasury Fund made up 0.97% of Forefront Wealth Partners's portfolio in Q2 2026, its #30 holding.
Forefront Wealth Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2025 and has held it in 5 quarters since.
608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.