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Frankly Finances’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Frankly Finances’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
-980
Closed -$49.3K – 91
2026
Q1 		$49.3K Buy
+980
New +$49.4K 0.04% 57

Other funds holding USFR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Frankly Finances's USFR Position: Q2 2026 in Review

Frankly Finances sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026, closing a stake of 980 shares — an estimated $49.3K sold.

Frankly Finances first reported a position in USFR in Q1 2026 and held it in 1 quarter. The position peaked at $49.3K in Q1 2026. 434 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Frankly Finances reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q2 2026 after selling out during the quarter.
  • Frankly Finances sold 980 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $49.3K.
  • Frankly Finances first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2026 and held it in 1 quarter.
  • Frankly Finances's WisdomTree Floating Rate Treasury Fund position peaked at $49.3K in Q1 2026.
  • 434 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.