GHP Investment Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

GHP Investment 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	$16K	Hold	318	–	–	﹤0.01%	745
2026 Q1	$16K	Hold	318	–	–	﹤0.01%	735
2025 Q4	$16K	Hold	318	–	–	﹤0.01%	679
2025 Q3	$16K	Hold	318	–	–	﹤0.01%	659
2025 Q2	$16K	Hold	318	–	–	﹤0.01%	664
2025 Q1	$16K	Buy	318 +299	+1,574%	+$15.1K	﹤0.01%	631
2024 Q4	$957	Hold	19	–	–	﹤0.01%	922
2024 Q3	$955	Sell	19 -149	-89%	-$7.5K	﹤0.01%	912
2024 Q2	$8.45K	Buy	168 +149	+784%	+$7.51K	﹤0.01%	717
2024 Q1	$956	Hold	19	–	–	﹤0.01%	788
2023 Q4	$955	Hold	19	–	–	﹤0.01%	795
2023 Q3	$958	Hold	19	–	–	﹤0.01%	885
2023 Q2	$959	Buy	+19	New	+$957	﹤0.01%	878

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

GHP Investment Advisors's USFR Position: Q2 2026 in Review

GHP Investment Advisors held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q2 2026 at 318 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

GHP Investment Advisors first reported a position in USFR in Q2 2023 and has held it in 13 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

GHP Investment Advisors held 318 shares of WisdomTree Floating Rate Treasury Fund worth $16K as of Q2 2026.
GHP Investment Advisors left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q2 2026.
WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #745 holding.
GHP Investment Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2023 and has held it in 13 quarters since.
608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.